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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...
Patrick Giblin (CRD# 3176182) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 25 years of experience in the finance industry.
James Gilmartin (CRD# 2551775) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westfield, NJ and has over 29 years of experience in the finance industry.
Robert Gorelick (CRD# 4415734) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 22 years of experience in the finance industry.
Mark Harbaugh (CRD# 5381122) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 9 years of experience in the finance industry.
Mark Harbaugh (CRD# 707385) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 38 years of experience in the finance industry.
Jeremy Herbert (CRD# 5064696) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 18 years of experience in the finance industry.
Henry Hoffman (CRD# 5316996) is an Investment Advisor Representative working at Sl Advisors, LLC in Westfield, NJ and has 1 year of experience in the finance industry.
Bruce Hyde (CRD# 6096795) is an Investment Advisor Representative working at Cerity Partners LLC in Westfield, NJ and has over 19 years of experience in the finance industry.
Wayne Jacobus (CRD# 256673) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 44 years of experience in the finance industry.
Lisa Kops-Wendel (CRD# 3186925) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westfield, NJ and has over 25 years of experience in the finance industry.