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Distance Only Bohemia, NY
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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
Maria Cappa (CRD# 2266847) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bohemia, NY and has over 22 years of experience in the finance industry.
Raffelina Cipriano (CRD# 6186941) is an Investment Advisor Representative working at Primerica Advisors in Bohemia, NY and has over 8 years of experience in the finance industry.
Katherine Connors (CRD# 2166758) is an Investment Advisor Representative working at Avantax Advisory Services in Bohemia, NY and has over 27 years of experience in the finance industry. Katherine Connors 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.
Angel Corniel (CRD# 6096995) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 11 years of experience in the finance industry.
Richard Ehli (CRD# 3137913) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bohemia, NY and has over 25 years of experience in the finance industry.
Brian Gordon (CRD# 728461) is an Investment Advisor Representative working at Lincoln Investment in Bohemia, NY and has over 31 years of experience in the finance industry.
James Grennen (CRD# 1057058) is an Investment Advisor Representative working at Woodhull Capital Advisors, LLC in Bohemia, NY and has over 41 years of experience in the finance industry. James Grennen 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.
Andrew Kerper (CRD# 7676046) is an Investment Advisor Representative working at Federal Prep Advisors, Inc. in Bohemia, NY and has 1 year of experience in the finance industry.
James Kessler (CRD# 1062509) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 40 years of experience in the finance industry.
William Lai (CRD# 2262530) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 31 years of experience in the finance industry.