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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...
James Puckett (CRD# 1494865) is an Investment Advisor Representative working at Primerica Advisors in Totowa, NJ and has over 25 years of experience in the finance industry.
Edward Swikart (CRD# 712156) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 41 years of experience in the finance industry. Edward Swikart 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.
Lisa Szalankiewicz (CRD# 4362941) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Totowa, NJ and has over 22 years of experience in the finance industry.
Lesley Weiner (CRD# 1147297) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Totowa, NJ and has over 36 years of experience in the finance industry. Lesley Weiner 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.
Donald Zoch (CRD# 1037066) is an Investment Advisor Representative working at Capital Allocation Management, Inc. in Totowa, NJ and has over 38 years of experience in the finance industry.
Joseph Berardinelli (CRD# 5059170) is an Investment Advisor Representative working at Tfs Advisory Services in Totowa, NJ and has over 2 years of experience in the finance industry.
Kimberly Dallon (CRD# 2215201) is an Investment Advisor Representative working at Primerica Advisors in Totowa, NJ and has over 8 years of experience in the finance industry.
Scott Gasparini (CRD# 3243503) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Totowa, NJ and has 1 year of experience in the finance industry.
Thomas Grant (CRD# 7203946) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Totowa, NJ and has over 3 years of experience in the finance industry.
Alexander Paszkiewicz (CRD# 7285680) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 3 years of experience in the finance industry.