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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...
Roger Paton (CRD# 4806005) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 19 years of experience in the finance industry.
Joseph Pellitteri (CRD# 359552) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Red Bank, NJ and has over 40 years of experience in the finance industry.
Kevin Pent (CRD# 4976653) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 17 years of experience in the finance industry.
David Peracchio (CRD# 2812717) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Red Bank, NJ and has over 26 years of experience in the finance industry.
Theodore Perednia (CRD# 736667) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Red Bank, NJ and has over 41 years of experience in the finance industry.
Janet Peterson (CRD# 4236305) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Red Bank, NJ and has over 23 years of experience in the finance industry.
Joseph Petrillo (CRD# 4129541) is an Investment Advisor Representative working at Garden State Investment Advisory Services, LLC in Red Bank, NJ and has over 18 years of experience in the finance industry.
Timothy Piacentini (CRD# 2191886) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 32 years of experience in the finance industry.
Neil Piper (CRD# 1240592) is an Investment Advisor Representative working at Invest For A Lifetime, LLC in Red Bank, NJ and has over 40 years of experience in the finance industry.
Gina Portelles (CRD# 3163378) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 25 years of experience in the finance industry.