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Distance Only Lake Sucess, 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
Norman Beckoff (CRD# 1474035) is an Investment Advisor Representative working at Prestige Capital Management, LLC in Lake Sucess, NY and has over 8 years of experience in the finance industry.
Brett Brandes (CRD# 1913445) is an Investment Advisor Representative working at Prestige Capital Management, LLC in Lake Sucess, NY and has over 11 years of experience in the finance industry.
James Demeo (CRD# 1170034) is an Investment Advisor Representative working at Shulman Demeo Asset Management, LLC in Lake Sucess, NY and has over 38 years of experience in the finance industry.
Marguerite Fagan-Whitmore (CRD# 1259966) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has over 23 years of experience in the finance industry.
Robert Gargiulo (CRD# 5549715) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Sucess, NY and has over 14 years of experience in the finance industry. Robert Gargiulo 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.
Veronica Klebanova (CRD# 5846833) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has 1 year of experience in the finance industry. Veronica Klebanova 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.
Alan Kleinberg (CRD# 2560834) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has over 14 years of experience in the finance industry. Alan Kleinberg 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.
Klaudian Molosiu (CRD# 5002528) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has over 12 years of experience in the finance industry.
David Schwartz (CRD# 1094495) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has 1 year of experience in the finance industry. David Schwartz 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.
Mahatir Sikder (CRD# 5851052) is an Investment Advisor Representative working at Matrix Private Wealth Management Inc. in Lake Sucess, NY and has over 8 years of experience in the finance industry.