-
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...
Darrell Adan (CRD# 5040308) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 18 years of experience in the finance industry.
Rakesh Agrawal (CRD# 5767949) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 9 years of experience in the finance industry.
Nina Benton (CRD# 3075850) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 25 years of experience in the finance industry.
Robert Buckman (CRD# 2130186) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 32 years of experience in the finance industry.
Robert Burke (CRD# 2166046) is an Investment Advisor Representative working at Mendham Capital Management, Inc. in Basking Ridge, NJ and has over 30 years of experience in the finance industry.
Peter Carollo (CRD# 1270383) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Basking Ridge, NJ and has over 36 years of experience in the finance industry. Peter Carollo 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.
Joseph Cataldo (CRD# 2040657) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Basking Ridge, NJ and has over 33 years of experience in the finance industry.
Christopher Conyers (CRD# 2544798) is an Investment Advisor Representative working at Onedigital Investment Advisors in Basking Ridge, NJ and has over 6 years of experience in the finance industry.
Jill Cooley (CRD# 4251752) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 13 years of experience in the finance industry.