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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...
Joanne Spears (CRD# 4638755) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 8 years of experience in the finance industry.
Kevin Spencer (CRD# 1411811) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Red Bank, NJ and has over 30 years of experience in the finance industry.
Gregory Spicer (CRD# 702802) is an Investment Advisor Representative working at Lpl Financial LLC in Red Bank, NJ and has over 22 years of experience in the finance industry. Gregory Spicer 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.
John Spring (CRD# 2895680) is an Investment Advisor Representative working at Epic Wealth Management LLC in Red Bank, NJ and has over 27 years of experience in the finance industry. John Spring 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.
Jeffrey Stillwell (CRD# 2630198) 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.
John Strang (CRD# 1429987) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Red Bank, NJ and has over 23 years of experience in the finance industry.
Jeremy Suarez (CRD# 5009667) is an Investment Advisor Representative working at Invst, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry.
Dennis Surmanek (CRD# 5240237) is an Investment Advisor Representative working at Wells Fargo Advisors in Red Bank, NJ and has over 17 years of experience in the finance industry.
Derek Swanner (CRD# 5434613) 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.
Robert Swikart (CRD# 1757617) is an Investment Advisor Representative working at Network 1 Financial Advisors Inc. in Red Bank, NJ and has over 36 years of experience in the finance industry.