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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...
John Alex (CRD# 5473968) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 12 years of experience in the finance industry.
Justin Alexander (CRD# 6051703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 11 years of experience in the finance industry.
Richard Alexander (CRD# 4497783) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 22 years of experience in the finance industry.
Michelle Alfano (CRD# 5938592) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 12 years of experience in the finance industry. Michelle Alfano 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.
Edward Alferoff (CRD# 4612788) is an Investment Advisor Representative working at Mml Investors Services, LLC in New York, NY and has over 21 years of experience in the finance industry. Edward Alferoff 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.
Roger Algozo (CRD# 4197617) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 10 years of experience in the finance industry.
Naveed Ali (CRD# 5332629) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 16 years of experience in the finance industry.
Rodney Allain (CRD# 2934293) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 26 years of experience in the finance industry.
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.