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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 Caulfield (CRD# 2364632) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has over 30 years of experience in the finance industry.
Carl Chaikin (CRD# 44075) is an Investment Advisor Representative working at Chaikin Capital Management Inc. in Woodcliff Lake, NJ and has over 37 years of experience in the finance industry.
Brian Dragotto (CRD# 6673988) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 7 years of experience in the finance industry.
Lance Drucker (CRD# 1405843) is an Investment Advisor Representative working at Drucker Wealth in Woodcliff Lake, NJ and has over 38 years of experience in the finance industry.
Michael Duvally (CRD# 6645849) is an Investment Advisor Representative working at 5c Capital Management, LLC in Woodcliff Lake, NJ and has over 6 years of experience in the finance industry.
Steven Fishman (CRD# 1183434) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 39 years of experience in the finance industry.
Laurie Goldsmith-Heitner (CRD# 1136025) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 30 years of experience in the finance industry.
Gregory Hubbard (CRD# 4322989) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 22 years of experience in the finance industry.
Daljit Jagtiani (CRD# 2273425) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 25 years of experience in the finance industry.
Autumn Lax (CRD# 5501000) is an Investment Advisor Representative working at Drucker Wealth in Woodcliff Lake, NJ and has over 16 years of experience in the finance industry. Autumn Lax 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.