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Distance Only Pleasantville, 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
Phillip Goldstein (CRD# 5711842) is an Investment Advisor Representative working at Bulldog Investors, LLP in Pleasantville, NY and has 1 year of experience in the finance industry.
Tom Hamilton (CRD# 4346365) is an Investment Advisor Representative working at Advisory Services Network in Pleasantville, NY and has over 19 years of experience in the finance industry.
Peter Ju (CRD# 1694738) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasantville, NY and has over 31 years of experience in the finance industry.
Donald Kluge (CRD# 1607746) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasantville, NY and has over 37 years of experience in the finance industry.
Christopher Larkin (CRD# 4153983) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasantville, NY and has over 21 years of experience in the finance industry.
Jared Lynne (CRD# 2415796) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasantville, NY and has over 30 years of experience in the finance industry.
Michael Magnani (CRD# 2075449) is an Investment Advisor Representative working at Commonwealth Financial Network in Pleasantville, NY and has over 33 years of experience in the finance industry. Michael Magnani 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 Maher (CRD# 2604178) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasantville, NY and has over 29 years of experience in the finance industry. Michael Maher 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.
Eric Nachman (CRD# 2204084) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasantville, NY and has over 32 years of experience in the finance industry. Eric Nachman 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.
Yana Sogolov (CRD# 3182850) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasantville, NY and has over 25 years of experience in the finance industry. Yana Sogolov 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.