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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...
Peter Needham (CRD# 1825217) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Warren, NJ and has over 21 years of experience in the finance industry. Peter Needham 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.
Yash Niphadkar (CRD# 6008341) is an Investment Advisor Representative working at Excel Capital Management Corp in Warren, NJ and has over 12 years of experience in the finance industry. Yash Niphadkar 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.
Kevin O Brien (CRD# 2904484) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warren, NJ and has over 21 years of experience in the finance industry.
Robert O'brien (CRD# 2442926) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 30 years of experience in the finance industry. Robert O'brien 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.
Hubert Obrien (CRD# 859430) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warren, NJ and has over 39 years of experience in the finance industry.
Dennis Oconnor (CRD# 1456326) is an Investment Advisor Representative working at Wells Fargo Advisors in Warren, NJ and has over 36 years of experience in the finance industry.
Vincent Pace (CRD# 4933021) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warren, NJ and has over 9 years of experience in the finance industry.
Hemal Parikh (CRD# 4625664) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warren, NJ and has over 21 years of experience in the finance industry.
Feng Peng (CRD# 6715892) is an Investment Advisor Representative working at Linden Rose Investment LLC in Warren, NJ and has over 7 years of experience in the finance industry.
Thien-an Pham (CRD# 4785612) is an Investment Advisor Representative working at Equitable Advisors, LLC in Warren, NJ and has over 19 years of experience in the finance industry.