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Distance Only Armonk, 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
Marc Smith (CRD# 5339347) is an Investment Advisor Representative working at Park Avenue Securities LLC in Armonk, NY and has over 14 years of experience in the finance industry.
Connor Chiulli (CRD# 7001175) is an Investment Advisor Representative working at Mml Investors Services, LLC in Armonk, NY and has over 2 years of experience in the finance industry.
Connor Conforto (CRD# 7343944) is an Investment Advisor Representative working at Mml Investors Services, LLC in Armonk, NY and has over 2 years of experience in the finance industry.
Robert Dolan (CRD# 2655349) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Armonk, NY and has over 28 years of experience in the finance industry.
Brett Fry (CRD# 5859465) is an Investment Advisor Representative working at Forteris Wealth Management, Inc. in Armonk, NY and has over 10 years of experience in the finance industry. Brett Fry 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.
Jay Furst (CRD# 1775883) is an Investment Advisor Representative working at Forteris Wealth Management, Inc. in Armonk, NY and has over 36 years of experience in the finance industry.
Andrew Lavoie (CRD# 5337365) is an Investment Advisor Representative working at Park Avenue Securities LLC in Armonk, NY and has over 8 years of experience in the finance industry.
Asmir Malevic (CRD# 6694231) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Armonk, NY and has over 7 years of experience in the finance industry.
Michael Rosell (CRD# 1432294) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Armonk, NY and has over 38 years of experience in the finance industry.
Ralph Sessa (CRD# 2271350) is an Investment Advisor Representative working at Park Avenue Securities LLC in Armonk, NY and has over 31 years of experience in the finance industry.