-
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...
William Risberg (CRD# 1172481) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 40 years of experience in the finance industry.
Valerie Rosaly (CRD# 3024561) 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. Valerie Rosaly 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.
Brigita Rumpeters (CRD# 2060889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 32 years of experience in the finance industry.
Brian Russell (CRD# 4781105) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westfield, NJ and has over 19 years of experience in the finance industry.
William Sabo (CRD# 6380192) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 9 years of experience in the finance industry.
Peter Santoriello (CRD# 2254463) is an Investment Advisor Representative working at Pasco Investment Advisors Inc. in Westfield, NJ and has over 31 years of experience in the finance industry.
John Schmitt (CRD# 1317397) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 39 years of experience in the finance industry.
Robert Shaffer (CRD# 1765402) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westfield, NJ and has over 36 years of experience in the finance industry.
Kathleen Sheehan (CRD# 1645957) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 36 years of experience in the finance industry.
Mitchell Slater (CRD# 1765778) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 36 years of experience in the finance industry.