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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...
John Maloney (CRD# 1006869) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 42 years of experience in the finance industry.
John McColgan (CRD# 4908001) is an Investment Advisor Representative working at Prospect Hill Management, LLC in Summit, NJ and has over 20 years of experience in the finance industry.
Kerry Meath-Sinkin (CRD# 6555858) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 8 years of experience in the finance industry. Kerry Meath-Sinkin 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.
Elizabeth Miller (CRD# 1985197) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has over 30 years of experience in the finance industry. Elizabeth Miller 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.
Shivam Mittal (CRD# 6782339) 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.
Brad Nettune (CRD# 2866110) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 26 years of experience in the finance industry.
Scott Nettune (CRD# 4137356) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 9 years of experience in the finance industry.
Kenneth Ng (CRD# 1453772) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 15 years of experience in the finance industry.
Alyssa Norce (CRD# 1797693) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Summit, NJ and has over 34 years of experience in the finance industry.
Margot O'neill (CRD# 1044708) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 41 years of experience in the finance industry.