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Distance Metro area (25 miles)
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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
Patrice Borgese (CRD# 5151652) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Brewster, NY and has over 16 years of experience in the finance industry.
James Lubin (CRD# 1422319) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 38 years of experience in the finance industry.
Leo McGrath (CRD# 5763837) is an Investment Advisor Representative working at Mcgrath Wealthcare, LLC in Brewster, NY and has over 13 years of experience in the finance industry.
Michael Noviello (CRD# 2430925) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Brewster, NY and has over 30 years of experience in the finance industry.
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Oliver Abel (CRD# 6865326) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 6 years of experience in the finance industry.
Luis Abella (CRD# 2809814) is an Investment Advisor Representative working at Edward Jones in New Milford, CT and has over 27 years of experience in the finance industry.
Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tarrytown, NY and has over 21 years of experience in the finance industry. Mark Abraham 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.
Paul Ackerley (CRD# 4188944) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 7 years of experience in the finance industry.