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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...
Charles Allan (CRD# 2706516) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in New York, NY and has over 28 years of experience in the finance industry.
Michael Allan (CRD# 1257882) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in New York, NY and has over 39 years of experience in the finance industry. Michael Allan 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.
Andrew Allen (CRD# 6707613) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 7 years of experience in the finance industry.
Chad Allen (CRD# 2712784) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 28 years of experience in the finance industry.
Earle Allen (CRD# 2099362) is an Investment Advisor Representative working at Captrust in New York, NY and has over 33 years of experience in the finance industry.
Heather Allen (CRD# 4495240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 20 years of experience in the finance industry.
Kevin Allen (CRD# 6168101) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 9 years of experience in the finance industry.
Megan Allen (CRD# 5702417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 8 years of experience in the finance industry.
Sean Allen (CRD# 5935966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 10 years of experience in the finance industry.
Casey Allison (CRD# 4955134) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has over 18 years of experience in the finance industry.