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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...
Michael Muzikar (CRD# 4239830) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has over 2 years of experience in the finance industry.
Steven Odonnell (CRD# 2656801) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has over 27 years of experience in the finance industry.
Lili Pan (CRD# 7159658) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has over 4 years of experience in the finance industry.
Vivek Sharma (CRD# 7086424) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has over 4 years of experience in the finance industry.
Ryan Weaver (CRD# 7309117) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has over 3 years of experience in the finance industry.
Erik Wehner (CRD# 6869968) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has 1 year of experience in the finance industry.
Daniel Williams (CRD# 6759447) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has over 7 years of experience in the finance industry.
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...
Alexander Bass (CRD# 4846117) is an Investment Advisor Representative working at Hightower Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.