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Distance Only Briarcliff Manor, 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
Anthony Daria (CRD# 2331465) is an Investment Advisor Representative working at Strategic Wealth Management LLC in Briarcliff Manor, NY and has over 30 years of experience in the finance industry.
Peter Gallagher (CRD# 2500394) is an Investment Advisor Representative working at Commonwealth Financial Network in Briarcliff Manor, NY and has over 28 years of experience in the finance industry.
David Kleiner (CRD# 1985225) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Briarcliff Manor, NY and has over 34 years of experience in the finance industry. David Kleiner 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.
Luigi Muccitelli (CRD# 2375609) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Briarcliff Manor, NY and has over 30 years of experience in the finance industry.
Kathryn Palao (CRD# 5037786) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Briarcliff Manor, NY and has over 17 years of experience in the finance industry. Kathryn Palao 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.
Joseph Passaniti (CRD# 6545068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Briarcliff Manor, NY and has over 8 years of experience in the finance industry.
Alex Socolof (CRD# 1017723) is an Investment Advisor Representative working at Strategic Wealth Management LLC in Briarcliff Manor, NY and has over 40 years of experience in the finance industry.
Baishi Wang (CRD# 6551119) is an Investment Advisor Representative working at Edward Jones in Briarcliff Manor, NY and has over 7 years of experience in the finance industry.
David Cleary (CRD# 2480484) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Briarcliff Manor, NY and has over 29 years of experience in the finance industry.
Michael Dymant (CRD# 4623996) is an Investment Advisor Representative working at The Eastrade Asset Management Corporation in Briarcliff Manor, NY and has over 24 years of experience in the finance industry.