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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...
Gregory Bielat (CRD# 2174419) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 32 years of experience in the finance industry.
Gilbert Blitz (CRD# 1642389) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 37 years of experience in the finance industry. Gilbert Blitz 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.
Peter Bruno (CRD# 3194109) is an Investment Advisor Representative working at Wells Fargo Advisors in Warren, NJ and has over 25 years of experience in the finance industry.
Ashley Buhl (CRD# 4542804) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 20 years of experience in the finance industry.
William Burke (CRD# 1592177) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 41 years of experience in the finance industry.
Fred Busler (CRD# 4884683) is an Investment Advisor Representative working at Augulis Financial Firm, LLC in Warren, NJ and has over 15 years of experience in the finance industry.
Paul Butler (CRD# 1216336) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 40 years of experience in the finance industry.
Richard Callaghan (CRD# 2585875) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has over 29 years of experience in the finance industry. Richard Callaghan 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.
Steven Calvelli (CRD# 1598553) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 37 years of experience in the finance industry.
Hugo Carvajal (CRD# 5580313) is an Investment Advisor Representative working at Equitable Advisors, LLC in Saddle Brook, NJ and has over 13 years of experience in the finance industry.