-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Nicholas Sergio (CRD# 2320178) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Bank, NJ and has over 31 years of experience in the finance industry.
Gregory Shaw (CRD# 2985222) is an Investment Advisor Representative working at H&s Tax And Wealth Advisors LLC in Red Bank, NJ and has over 26 years of experience in the finance industry. Gregory Shaw 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.
Gregory Shulman (CRD# 2354222) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has over 31 years of experience in the finance industry. Gregory Shulman 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.
Steven Sklaver (CRD# 5947131) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Red Bank, NJ and has over 12 years of experience in the finance industry. Steven Sklaver 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.
Robert Slomin (CRD# 3043306) is an Investment Advisor Representative working at Gladstone Wealth Partners in Red Bank, NJ and has over 25 years of experience in the finance industry.
John Smallwood (CRD# 2132725) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has over 31 years of experience in the finance industry. John Smallwood 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.
Alan Smedes (CRD# 1004974) is an Investment Advisor Representative working at Wells Fargo Advisors in Red Bank, NJ and has over 42 years of experience in the finance industry.
David Snyder (CRD# 5534463) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Red Bank, NJ and has over 15 years of experience in the finance industry. David Snyder 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.
Michael Snyder (CRD# 4937182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Red Bank, NJ and has over 18 years of experience in the finance industry.
Christopher Spango (CRD# 2893093) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Red Bank, NJ and has over 25 years of experience in the finance industry. Christopher Spango 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.