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Financial Consultants in New Jersey

Financial Consultants in Millburn, NJ

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11 results found

Carolyn Simon Short Hills, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Financial Manager • School Administrator • Educational Manager • Trust Law Attorney • Lawyer

Experience & Education

Position:
Vice President at PNC Wealth Management
Location:
Short Hills, New Jersey
Industry:
Financial Services
Work history:
PNC Wealth Management - Millburn, NJVice Presidentsince Oct 2012Morgan Stanley Smith Barney Financial AdvisorNov 2010 - Oct 2012
Full Profile

Clara Burch Millburn, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Bachelor of Science • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Wells fargo bank, securities - New York, NY
Financial advisor
Company:
Hsbc securities - New York, NY
Financial advisor

Skills

Series 7,9,10,63,65,66 Licensed, Life & Health Insurance
Full Profile

Kenneth Wenger Millburn, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, SVP at PNC Investments
Location:
Millburn, New Jersey
Industry:
Financial Services
Work history:
PNC Investments Financial Advisor, SVPsince Mar 1997
Full Profile

Ricky Perlman Millburn, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Millburn, New Jersey
Industry:
Financial Services
Full Profile

Eric Flynn Millburn, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP Financial Consultant at Charles Schwab
Title:
Charles Schwab
Location:
Millburn, New Jersey
Industry:
Financial Services
Work history:
Charles Schwab - Millburn, NJVP Financial Consultantsince 2010
Full Profile

Jason Taylor Millburn, NJ

Professions & Specialties

Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Political Consultant • Political Scientist

Experience & Education

Work

Company:
Stuyvesant - Irvington, NJ
Political consultant
Company:
Merrill lynch edge - Pennington, NJ
Retail financial advisor
Full Profile

Mark Meiler Millburn, NJ

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Equity Trader • Financial Consultant • Trader • Capital Markets Professional • Supporting Member • Team Member • Bachelor of Science

Experience & Education

Work

Company:
Prudential financial
Sr. trade desk associate
Company:
The jeffrey matthews financial group - Millburn, NJ
Trading/financial associate
Full Profile

Ron Portnoi New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors LLC
Title:
Senior Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - Millburn, NJSenior Financial Advisor, Senior Vice President-Investmentssince 2000
Full Profile

Meredith Maragni Bernardsville, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Coordinator • Managers • Animal Doctor • Animal Care Giver • Animal Caretaker • Chief Executive • Shop Manager • Sales Manager • Business Administrator • Office Clerk • Clerical Specialist • Buyer • Buyer and Seller • Sales Representative • Recruitment

Experience & Education

Position:
Hospital Manager at Bernardsville Animal Hospital, International Coordinator at Elie Tahari
Title:
Hospital Manager
Location:
Bernardsville, New Jersey
Industry:
Veterinary
Work history:
Bernardsville Animal Hospital Hospital Managersince Jul 2013Elie Tahari International Coordinatorsince May 2012
Languages:
English, Italian
Executive Assistant at Financial Consultant Group
Full Profile

Robert Graham New York, NY

Professions & Specialties

Account Service Manager • Client Service Officer • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Customer Service • Psychology Specialist

Experience & Education

Position:
Account Executive at Fidelity Investments, Investments Representative at Fidelity Investments
Title:
Account Executive at Fidelity Investments
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fidelity Investments - Millburn NJAccount Executivesince 2012Fidelity Investments Investments Representativesince Aug 2011
Financial Advisor at AXA Advisors
Full Profile

Danna Jacobs New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Operations Manager • Volunteer • Business Administrator • Non-Profit • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Team Member • Analysts • Managers • Teaching Fellow • Teaching Assistant • Master of Business Administration • Bachelor of Arts • Student Worker • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Founding Partner at Legacy Care Wealth, LLC, Volunteer and Co-Chair of the Young Professionals...
Title:
Co-Chair of the Young Professionals Committee at Student/Partner Alliance
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Legacy Care Wealth, LLC - Jersey City, NJFounding Partnersince Mar 2013Student/Partner Alliance - Millburn, NJVolunteer and Co-Chair of the Young Professionals Committee
Skills:
Proficient in Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Proficient in Italian,...
Languages:
Italian
Financial Advisor Intern at Merrill Lynch
Full Profile

Financial Consultants near Millburn, NJ021426384105NewarkMorristownEdisonStaten IslandParsippanyFlorham ParkShort HillsWoodbridgeLivingstonFairfield


Financial Consultants around Millburn, NJ

Avenel  (7)
Belleville  (17)
Bloomfield  (25)
Clark  (7)
Colonia  (4)
Cranford  (18)
East Hanover  (11)
East Orange  (10)
Edison  (88)
Elizabeth  (24)
Essex Fells  (1)
Fairfield  (26)
Fanwood  (1)
Florham Park  (68)
Garwood  (2)
Glen Ridge  (2)
Irvington  (4)
Iselin  (20)
Kearny  (4)
Kenilworth  (4)
Livingston  (29)
Madison  (10)
Maplewood  (11)
Montclair  (26)
Morristown  (98)
Mountainside  (5)
Newark  (104)
Nutley  (9)
Orange  (5)
Parsippany  (69)
Pine Brook  (3)
Plainfield  (15)
Rahway  (9)
Roseland  (12)
Roselle  (3)
Roselle Park  (2)
Scotch Plains  (10)
Short Hills  (49)
South Orange  (10)
Springfield  (9)
Staten Island  (74)
Summit  (23)
Vauxhall  (1)
Verona  (2)
Westfield  (22)
Whippany  (4)
Woodbridge  (38)

Financial Consultants in New Jersey

Sub-specializations

Financial Consultant  (11)