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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...
Jacob Anderson (CRD# 6121758) 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.
Jeffrey Anderson (CRD# 1007686) is an Investment Advisor Representative working at Mackay Shields LLC in New York, NY and has over 42 years of experience in the finance industry.
Jeffrey Anderson (CRD# 2834404) is an Investment Advisor Representative working at Cantor Fitzgerald Investment Advisors in New York, NY and has over 27 years of experience in the finance industry.
John Anderson (CRD# 1414564) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Morristown, NJ and has over 37 years of experience in the finance industry.
Kathleen Anderson (CRD# 2811096) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 25 years of experience in the finance industry. Kathleen Anderson 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.
Kevin Anderson (CRD# 5019300) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 17 years of experience in the finance industry.
Lauren Anderson (CRD# 6270224) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has over 10 years of experience in the finance industry.
Paul Anderson (CRD# 5898502) 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.
Robert Anderson (CRD# 5516) is an Investment Advisor Representative working at Penbrook Management LLC in New York, NY and has over 37 years of experience in the finance industry.
Theresa Anderson (CRD# 1389596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 37 years of experience in the finance industry.