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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...
Thomas Albertson (CRD# 5533375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 14 years of experience in the finance industry.
Dorothy Albright (CRD# 2520307) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 29 years of experience in the finance industry.
John Aldebot (CRD# 5522952) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 15 years of experience in the finance industry.
Joseph Alerhand (CRD# 2734481) is an Investment Advisor Representative working at Morgan Stanley in Jersey City, NJ and has over 27 years of experience in the finance industry.
John Alex (CRD# 5473968) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 12 years of experience in the finance industry.
Andurea Alexander (CRD# 4322618) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 19 years of experience in the finance industry.
Justin Alexander (CRD# 6051703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 11 years of experience in the finance industry.
Richard Alexander (CRD# 4497783) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 22 years of experience in the finance industry.
Christopher Alexis (CRD# 1770542) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 35 years of experience in the finance industry.
Michelle Alfano (CRD# 5938592) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 11 years of experience in the finance industry. Michelle Alfano 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.