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Distance Only Harrison, 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
Paul Hickey (CRD# 2891106) is an Investment Advisor Representative working at Bespoke Investment Group, LLC in Harrison, NY and has over 26 years of experience in the finance industry.
Allen Hodys (CRD# 7031378) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Harrison, NY and has over 5 years of experience in the finance industry.
John Hufnagel (CRD# 5749391) is an Investment Advisor Representative working at Prudential Financial Planning Services in Harrison, NY and has over 10 years of experience in the finance industry.
Nicholas Mariano (CRD# 7314866) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has 1 year of experience in the finance industry.
Jay McNeill (CRD# 7432060) is an Investment Advisor Representative working at Main Street Financial in Harrison, NY and has 1 year of experience in the finance industry. Jay McNeill 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.
Ian Post (CRD# 2482832) is an Investment Advisor Representative working at Fifth Set Private Wealth Management LLC in Harrison, NY and has over 30 years of experience in the finance industry.
Justin Walters (CRD# 5336645) is an Investment Advisor Representative working at Bespoke Investment Group, LLC in Harrison, NY and has over 16 years of experience in the finance industry.
Tamara Witham (CRD# 2214046) is an Investment Advisor Representative working at Greenlife Advisors, LLC in Harrison, NY and has over 15 years of experience in the finance industry. Tamara Witham 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.