-
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...
Robert Dowling (CRD# 2789330) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 27 years of experience in the finance industry. Robert Dowling 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.
Jennifer Faherty (CRD# 5924934) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Jennifer Faherty 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.
John Fleck (CRD# 1054723) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westwood, NJ and has over 38 years of experience in the finance industry.
Chad Foster (CRD# 5195729) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 17 years of experience in the finance industry. Chad Foster 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.
Marc Foti (CRD# 4995424) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 18 years of experience in the finance industry.
Jeffrey Hackler (CRD# 4581929) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 21 years of experience in the finance industry.
William Hansen (CRD# 4251129) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 24 years of experience in the finance industry.
Kelly Henning (CRD# 6228401) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Kelly Henning 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.
William Houck (CRD# 3117914) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 25 years of experience in the finance industry. William Houck 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.
Christopher Kenneally (CRD# 2646535) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 26 years of experience in the finance industry.