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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...
Kevin Amerio (CRD# 5117268) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 17 years of experience in the finance industry. Kevin Amerio 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.
Alfred Anke (CRD# 1365575) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warren, NJ and has over 27 years of experience in the finance industry.
Alan Augulis (CRD# 4516413) is an Investment Advisor Representative working at Augulis Financial Firm, LLC in Warren, NJ and has over 9 years of experience in the finance industry.
Lauren Becht (CRD# 5561340) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 15 years of experience in the finance industry. Lauren Becht 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.
Bryce Bednorz (CRD# 6029916) is an Investment Advisor Representative working at Fountainhead Advisors in Warren, NJ and has over 9 years of experience in the finance industry.
John Benton (CRD# 1538997) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warren, NJ and has over 25 years of experience in the finance industry.
Peter Berzins (CRD# 2068403) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 33 years of experience in the finance industry.
Sunil Bhavnani (CRD# 2464595) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 29 years of experience in the finance industry.
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.