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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...
Theresa Kohles (CRD# 3108519) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Wyckoff, NJ and has over 25 years of experience in the finance industry.
Steven Martino (CRD# 2788575) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wyckoff, NJ and has over 18 years of experience in the finance industry.
Paul Saxton (CRD# 4275511) is an Investment Advisor Representative working at Saiph Capital, LLC in Wyckoff, NJ and has over 23 years of experience in the finance industry. Paul Saxton 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.
Douglas Wolfe (CRD# 1990382) is an Investment Advisor Representative working at Saddle River Capital Management, LLC in Wyckoff, NJ and has over 34 years of experience in the finance industry.
Michael Yackanin (CRD# 5156146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wyckoff, NJ and has over 16 years of experience in the finance industry.
Robert Mosera (CRD# 1683957) is an Investment Advisor Representative working at Wells Fargo Advisors in Wyckoff, NJ and has over 27 years of experience in the finance industry.
Taylor Mosera (CRD# 6773492) is an Investment Advisor Representative working at Wells Fargo Advisors in Wyckoff, NJ and has over 2 years of experience in the finance industry.
Allison Pierce (CRD# 2963816) is an Investment Advisor Representative working at Wells Fargo Advisors in Wyckoff, NJ and has over 26 years of experience in the finance industry.
Juan Rosario (CRD# 5913537) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wyckoff, NJ and has over 12 years of experience in the finance industry.