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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...
Justin Rhine (CRD# 4520094) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Red Bank, NJ and has over 13 years of experience in the finance industry.
Nicola Riverso (CRD# 2351433) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 31 years of experience in the finance industry. Nicola Riverso 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.
Karen Rodriguez (CRD# 2947262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Red Bank, NJ and has over 9 years of experience in the finance industry.
Steven Rothman (CRD# 715391) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 43 years of experience in the finance industry. Steven Rothman 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.
Raymond Ryan (CRD# 5366564) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 9 years of experience in the finance industry.
Michael Salerno (CRD# 2553510) is an Investment Advisor Representative working at Nppg Investment Services, LLC in Red Bank, NJ and has over 29 years of experience in the finance industry.
Tiffanie Salisbury (CRD# 4961597) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 17 years of experience in the finance industry.
Matthew Santarsiero (CRD# 6236983) is an Investment Advisor Representative working at Invst, LLC in Red Bank, NJ and has over 7 years of experience in the finance industry. Matthew Santarsiero 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.
Scott Sari (CRD# 2226426) is an Investment Advisor Representative working at Garden State Investment Advisory Services, LLC in Red Bank, NJ and has over 32 years of experience in the finance industry. Scott Sari 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.
Chirag Savalia (CRD# 5589655) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 8 years of experience in the finance industry.