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Distance Only Garden City, 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
Lawrence Connelly (CRD# 1021225) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Garden City, NY and has over 42 years of experience in the finance industry.
John Cortapasso (CRD# 6832806) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Garden City, NY and has over 6 years of experience in the finance industry. John Cortapasso 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 Cox (CRD# 2471862) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Garden City, NY and has over 28 years of experience in the finance industry.
Robert Cox (CRD# 2936316) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 25 years of experience in the finance industry.
Matthew Crafa (CRD# 3114277) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Garden City, NY and has over 25 years of experience in the finance industry.
Jose Cruz (CRD# 5285657) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Garden City, NY and has over 15 years of experience in the finance industry. Jose Cruz 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.
David Cwalina (CRD# 6530782) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Garden City, NY and has over 8 years of experience in the finance industry.
James Dalimonte (CRD# 1909545) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Garden City, NY and has over 30 years of experience in the finance industry.
Brad Davidoff (CRD# 4860150) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Garden City, NY and has over 19 years of experience in the finance industry.
Henry Davidson (CRD# 2098074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Garden City, NY and has over 33 years of experience in the finance industry. Henry Davidson 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.