-
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...
Francesco Amodio (CRD# 3057161) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greenvale, NY and has over 25 years of experience in the finance industry.
Christine Amores (CRD# 5358548) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 15 years of experience in the finance industry.
Lori Amoroso (CRD# 2571539) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has over 27 years of experience in the finance industry.
Donald Amoruso (CRD# 3235199) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has over 24 years of experience in the finance industry.
Inderpal Anand (CRD# 2875643) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Garden City, NY and has over 27 years of experience in the finance industry.
Ashley Anastasoff (CRD# 5578020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 9 years of experience in the finance industry.
Thomas Anastos (CRD# 2769972) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in New York, NY and has over 15 years of experience in the finance industry.
Jaime Anaya (CRD# 4626328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pelham, NY and has over 11 years of experience in the finance industry.
Michael Anders (CRD# 4661709) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 20 years of experience in the finance industry.
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.