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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...
Robert Waas (CRD# 1278249) is an Investment Advisor Representative working at Rsw Investments in Summit, NJ and has over 20 years of experience in the finance industry.
Michael Wattick (CRD# 3170419) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 25 years of experience in the finance industry.
Matthew Werner (CRD# 5649837) is an Investment Advisor Representative working at Rsw Investments in Summit, NJ and has 1 year of experience in the finance industry.
Andrew Westhuis (CRD# 5235141) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Summit, NJ and has over 17 years of experience in the finance industry. Andrew Westhuis 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.
Douglas Wilde (CRD# 2089465) is an Investment Advisor Representative working at Wilde Capital Management, LLC in Summit, NJ and has over 33 years of experience in the finance industry.
Richard Wolffe (CRD# 4546297) is an Investment Advisor Representative working at Tsp Capital Management Group, LLC in Summit, NJ and has over 21 years of experience in the finance industry.
Brett Agnew (CRD# 2383018) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 6 years of experience in the finance industry. Brett Agnew 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.
Astha Agrawal (CRD# 4998343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 18 years of experience in the finance industry.
Sreekumar Alangad (CRD# 7280122) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Summit, NJ and has over 3 years of experience in the finance industry.
Chad Blanton (CRD# 6779875) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 7 years of experience in the finance industry.