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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...
Lisa Crosta (CRD# 6061779) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 12 years of experience in the finance industry. Lisa Crosta 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.
Howard Diamond (CRD# 1488319) 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.
Henry Diiorio (CRD# 1027863) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 24 years of experience in the finance industry.
Anthony Dolegowski (CRD# 4308913) is an Investment Advisor Representative working at Lpl Financial LLC in Basking Ridge, NJ and has over 18 years of experience in the finance industry.
Sean Donovan (CRD# 1437849) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 38 years of experience in the finance industry. Sean Donovan 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.
Debra Downs (CRD# 5783454) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 8 years of experience in the finance industry.
Francis Dunn (CRD# 4037837) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Basking Ridge, NJ and has over 24 years of experience in the finance industry. Francis Dunn 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.
Giovanni Duran (CRD# 2871441) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Basking Ridge, NJ and has over 26 years of experience in the finance industry. Giovanni Duran 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.
Mark Feldman (CRD# 6723405) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 7 years of experience in the finance industry.