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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...
Erisa Bida (CRD# 7466694) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has 1 year 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.
Michael Charvala (CRD# 1927751) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 35 years of experience in the finance industry.
Michael Ciccone (CRD# 5773087) is an Investment Advisor Representative working at Cary Street Partners in Summit, NJ and has 1 year of experience in the finance industry. Michael Ciccone 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.
Benjamin Clark (CRD# 4326611) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 21 years of experience in the finance industry. Benjamin Clark 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.
John D'addario (CRD# 6443907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 4 years of experience in the finance industry.
Marc Davis (CRD# 7119065) is an Investment Advisor Representative working at Cary Street Partners Asset Management in Summit, NJ and has 1 year of experience in the finance industry.
Walter Decherd (CRD# 5588916) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 15 years of experience in the finance industry.
Samuel Dicocco (CRD# 6810664) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Summit, NJ and has over 5 years of experience in the finance industry.
Michael Doyle (CRD# 2401542) is an Investment Advisor Representative working at Cary Street Partners in Summit, NJ and has over 30 years of experience in the finance industry.