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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...
James Angiuli (CRD# 2874847) is an Investment Advisor Representative working at Wells Fargo Advisors in Whitehouse Station, NJ and has over 25 years of experience in the finance industry. James Angiuli 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.
James Lewy (CRD# 1601972) is an Investment Advisor Representative working at Wells Fargo Advisors in Whitehouse Station, NJ and has over 36 years of experience in the finance industry. James Lewy 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.
Michael McGrady (CRD# 4272977) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 23 years of experience in the finance industry. Michael McGrady 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.
John Milacki (CRD# 1850410) is an Investment Advisor Representative working at Mml Investors Services, LLC in Whitehouse Station, NJ and has over 13 years of experience in the finance industry.
Lisa Pro (CRD# 5686115) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Whitehouse Station, NJ and has over 7 years of experience in the finance industry.
Albert Russo (CRD# 2046017) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Whitehouse Station, NJ and has over 33 years of experience in the finance industry.
Thomas Schaible (CRD# 2079444) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Whitehouse Station, NJ and has over 33 years of experience in the finance industry.
Brian Sulewski (CRD# 5428041) is an Investment Advisor Representative working at Edward Jones in Whitehouse Station, NJ and has over 16 years of experience in the finance industry.
Scott Taylor (CRD# 2183341) is an Investment Advisor Representative working at Lpl Financial LLC in Whitehouse Station, NJ and has over 29 years of experience in the finance industry.