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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...
Mark Soldati (CRD# 1155780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 31 years of experience in the finance industry.
Daniel Song (CRD# 5706414) is an Investment Advisor Representative working at Westfield Financial Planning in Westfield, NJ and has over 14 years of experience in the finance industry.
Alan Spierer (CRD# 1570641) 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.
Alan Starinsky (CRD# 4714109) is an Investment Advisor Representative working at Redfield, Blonsky & Starinsky, LLC in Westfield, NJ and has 1 year of experience in the finance industry.
Mark Swingle (CRD# 2785218) is an Investment Advisor Representative working at Westfield Financial Planning in Westfield, NJ and has over 27 years of experience in the finance industry. Mark Swingle 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.
David Sytsma (CRD# 2414521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 30 years of experience in the finance industry.
David Tepp (CRD# 6146562) is an Investment Advisor Representative working at Tepp Wealth Management in Westfield, NJ and has over 10 years of experience in the finance industry.
Karen Tiedemann (CRD# 4506020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 16 years of experience in the finance industry.
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 17 years of experience in the finance industry.