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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...
Robert Hall (CRD# 1726660) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milltown, NJ and has over 34 years of experience in the finance industry.
Thomas Kim (CRD# 1770459) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Milltown, NJ and has over 36 years of experience in the finance industry.
Paul Kuleska (CRD# 6782030) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Milltown, NJ and has over 6 years of experience in the finance industry.
Keith Latimer (CRD# 2873497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milltown, NJ and has over 25 years of experience in the finance industry.
Lawrence Lawson (CRD# 722303) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milltown, NJ and has over 43 years of experience in the finance industry.
Joseph Silerto (CRD# 2731021) is an Investment Advisor Representative working at Lpl Financial LLC in Milltown, NJ and has over 27 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...
Mostafa Aamer (CRD# 4125056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ and has over 13 years of experience in the finance industry.