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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...
Frank Vicendese (CRD# 6265365) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 10 years of experience in the finance industry.
Leslie Young (CRD# 5090886) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 16 years of experience in the finance industry.
James Zahakos (CRD# 6214169) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 10 years of experience in the finance industry.
Keith Andreasen (CRD# 7815350) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Stephen Bollander (CRD# 7633548) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Anna Bruder (CRD# 7573992) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Anna Bruder 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.
Christine Cox (CRD# 5993059) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Samer Eshmawy (CRD# 7048045) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 5 years of experience in the finance industry. Samer Eshmawy 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# 5941582) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 3 years of experience in the finance industry.
Athanasios Kolefas (CRD# 4201141) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 23 years of experience in the finance industry. Athanasios Kolefas 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.