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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...
Marco Acosta (CRD# 2090691) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, NJ and has over 33 years of experience in the finance industry.
David Allegra (CRD# 2492045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Madison, NJ and has over 23 years of experience in the finance industry.
David Baranek (CRD# 3163282) is an Investment Advisor Representative working at Summit Financial, LLC in Madison, NJ and has over 25 years of experience in the finance industry.
Christopher Bergman (CRD# 3110664) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, NJ and has over 25 years of experience in the finance industry.
Robert Bezzone (CRD# 2195927) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 32 years of experience in the finance industry.
Andrew Boles (CRD# 2321417) is an Investment Advisor Representative working at Edward Jones in Madison, NJ and has over 31 years of experience in the finance industry.
Matthew Borriello (CRD# 6213992) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 8 years of experience in the finance industry. Matthew Borriello 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.
Megan Brozowski (CRD# 4594416) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has over 21 years of experience in the finance industry. Megan Brozowski 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.
Robert Competiello (CRD# 1762306) is an Investment Advisor Representative working at Edward Jones in Madison, NJ and has over 24 years of experience in the finance industry.