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Distance Only Peekskill, 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
James Bowler (CRD# 5828620) is an Investment Advisor Representative working at Colsara National Wealth Management LLC in Peekskill, NY and has over 10 years of experience in the finance industry.
Sheldon Cazoe (CRD# 2168122) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 30 years of experience in the finance industry.
Claire Diele (CRD# 3181206) is an Investment Advisor Representative working at Equitable Advisors, LLC in Peekskill, NY and has over 25 years of experience in the finance industry.
Dawn Faigle (CRD# 6375792) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Peekskill, NY and has over 9 years of experience in the finance industry.
Daniel Giaimo (CRD# 3274158) is an Investment Advisor Representative working at Lpl Financial LLC in Peekskill, NY and has over 24 years of experience in the finance industry. Daniel Giaimo 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.
Patrick Lennon (CRD# 5452856) is an Investment Advisor Representative working at Private Advisor Group, LLC in Peekskill, NY and has over 16 years of experience in the finance industry.
Huan Yuan Chen (CRD# 6272752) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 2 years of experience in the finance industry.
Jonathan Dans (CRD# 7008934) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Peekskill, NY and has over 5 years of experience in the finance industry.
Mark Graham (CRD# 5595425) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 15 years of experience in the finance industry.
Brian Kopilak (CRD# 4788278) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 19 years of experience in the finance industry.