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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...
Joseph Oberschewen (CRD# 2231576) is an Investment Advisor Representative working at Nbc Securities, Inc. in Summit, NJ and has over 31 years of experience in the finance industry.
Michael Omelio (CRD# 4547854) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Summit, NJ and has over 21 years of experience in the finance industry.
Joseph Pecoraro (CRD# 6284254) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Summit, NJ and has over 9 years of experience in the finance industry.
Hylton Phillips-Page (CRD# 1247830) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Summit, NJ and has over 39 years of experience in the finance industry.
Gaetan Policard (CRD# 6736509) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 7 years of experience in the finance industry.
Daniel Pulver (CRD# 2093659) is an Investment Advisor Representative working at Pulver Capital Management LLC in Summit, NJ and has over 28 years of experience in the finance industry.
Tanya Pulver (CRD# 2658849) is an Investment Advisor Representative working at Pulver Capital Management LLC in Summit, NJ and has over 28 years of experience in the finance industry.
Robert Rewey (CRD# 2521503) is an Investment Advisor Representative working at Rewey Asset Management in Summit, NJ and has over 28 years of experience in the finance industry.
Joel Rieck (CRD# 6855088) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 6 years of experience in the finance industry.
Kevin Rinow (CRD# 5890805) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 12 years of experience in the finance industry. Kevin Rinow 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.