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Distance Only Irvington, 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
Christopher Feliz (CRD# 6044368) is an Investment Advisor Representative working at Edward Jones in Irvington, NY and has over 5 years of experience in the finance industry.
David Heller (CRD# 1488226) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Irvington, NY and has over 37 years of experience in the finance industry.
Anthony Lafranca (CRD# 3242522) is an Investment Advisor Representative working at Planmember Securities Corporation in Irvington, NY and has over 23 years of experience in the finance industry.
Maria Pagano (CRD# 4432525) is an Investment Advisor Representative working at Planmember Securities Corporation in Irvington, NY and has over 11 years of experience in the finance industry.
Julie Permutt (CRD# 3106823) is an Investment Advisor Representative working at Planmember Securities Corporation in Irvington, NY and has over 25 years of experience in the finance industry. Julie Permutt 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.
Craig Tull (CRD# 5196260) is an Investment Advisor Representative working at Planmember Securities Corporation in Irvington, NY and has over 15 years of experience in the finance industry.
Frank Ward (CRD# 2637229) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvington, NY and has over 8 years of experience in the finance industry.
Yan Zhang (CRD# 5498045) is an Investment Advisor Representative working at Rsa Capital in Irvington, NY and has over 10 years of experience in the finance industry.