-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Ann Trainor (CRD# 4020368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 24 years of experience in the finance industry.
James Travisano (CRD# 4826364) is an Investment Advisor Representative working at Covington & Associates, Inc. in Westfield, NJ and has over 18 years of experience in the finance industry.
Timothy Yagasits (CRD# 2927501) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 26 years of experience in the finance industry.
Christopher Zangari (CRD# 1924616) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 35 years of experience in the finance industry.
Juan Arbelaez-Calad (CRD# 7196887) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 3 years of experience in the finance industry.
Edward Band (CRD# 1951272) is an Investment Advisor Representative working at Wells Fargo Advisors in Westfield, NJ and has over 27 years of experience in the finance industry. Edward Band 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.
Heather Benz (CRD# 7146682) is an Investment Advisor Representative working at Edward Jones in Westfield, NJ and has over 4 years of experience in the finance industry.
Walter Casanas (CRD# 7836718) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westfield, NJ and has 1 year of experience in the finance industry.
Peter Costello (CRD# 2534099) is an Investment Advisor Representative working at Wells Fargo Advisors in Westfield, NJ and has over 28 years of experience in the finance industry.
Matthew Daly (CRD# 3180589) is an Investment Advisor Representative working at Edward Jones in Westfield, NJ and has over 13 years of experience in the finance industry.