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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Leonardo Renna (CRD# 2091949) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Staten Island, NY and has over 33 years of experience in the finance industry.
Ronald Reno (CRD# 2228899) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Staten Island, NY and has over 31 years of experience in the finance industry.
Shaun Roberts (CRD# 5007273) is an Investment Advisor Representative working at Avantax Advisory Services in Staten Island, NY and has over 18 years of experience in the finance industry. Shaun Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicolas Rosello (CRD# 2822152) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Staten Island, NY and has over 27 years of experience in the finance industry.
Christopher Rubano (CRD# 1571187) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Staten Island, NY and has over 34 years of experience in the finance industry. Christopher Rubano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Russo (CRD# 2014677) is an Investment Advisor Representative working at Wells Fargo Advisors in Staten Island, NY and has over 34 years of experience in the finance industry.
Michael Santino (CRD# 1932920) is an Investment Advisor Representative working at Lpl Financial LLC in Staten Island, NY and has over 16 years of experience in the finance industry.
Stephen Sassi (CRD# 4873236) is an Investment Advisor Representative working at Edelman Financial Engines in Staten Island, NY and has over 19 years of experience in the finance industry.
Steven Sayegh (CRD# 4373477) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Staten Island, NY and has over 22 years of experience in the finance industry.
Paul Schmidt (CRD# 2010727) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Staten Island, NY and has over 34 years of experience in the finance industry.