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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...
Rae Kim (CRD# 2750109) is an Investment Advisor Representative working at Lincoln Investment in Warren, NJ and has over 23 years of experience in the finance industry.
David Klics (CRD# 5126347) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Warren, NJ and has over 17 years of experience in the finance industry.
Michael Kotarski (CRD# 2762017) is an Investment Advisor Representative working at Wells Fargo Advisors in Warren, NJ and has over 27 years of experience in the finance industry.
William Kurdyla (CRD# 1942902) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 28 years of experience in the finance industry.
Darren Lange (CRD# 2977094) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Warren, NJ and has over 25 years of experience in the finance industry.
Robert Latour (CRD# 1066389) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warren, NJ and has over 27 years of experience in the finance industry.
Patrick Law (CRD# 6161828) is an Investment Advisor Representative working at Fountainhead Advisors in Warren, NJ and has over 11 years of experience in the finance industry.
Hui Liang Lee (CRD# 3268784) is an Investment Advisor Representative working at Park Avenue Securities LLC in Warren, NJ and has over 22 years of experience in the finance industry.
Richard Lewis (CRD# 2688653) is an Investment Advisor Representative working at Lincoln Investment in Warren, NJ and has over 26 years of experience in the finance industry.
Stephen Locker (CRD# 2177576) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, NJ and has over 29 years of experience in the finance industry. Stephen Locker 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.