-
Distance Only Brooklyn, NY
-
COMPENSATION Either
-
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
Travis Lee (CRD# 5481416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 16 years of experience in the finance industry. Travis Lee 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.
Aleksey Lerner (CRD# 2671205) is an Investment Advisor Representative working at Wells Fargo Advisors in Brooklyn, NY and has over 28 years of experience in the finance industry.
Daniel Levin (CRD# 6749627) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Brooklyn, NY and has over 7 years of experience in the finance industry.
Kevin Lewis (CRD# 2998316) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 26 years of experience in the finance industry.
Shuo Li (CRD# 6778048) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brooklyn, NY and has over 6 years of experience in the finance industry.
Joe Liew (CRD# 2758428) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Brooklyn, NY and has over 27 years of experience in the finance industry.
Marat Likhtenstein (CRD# 2470480) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brooklyn, NY and has over 30 years of experience in the finance industry. Marat Likhtenstein 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.
Aaron Lin (CRD# 5017471) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brooklyn, NY and has over 16 years of experience in the finance industry.
Chris Livingston (CRD# 2769356) is an Investment Advisor Representative working at Santander Securities in Brooklyn, NY and has over 27 years of experience in the finance industry.
Eric Lo (CRD# 5608493) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 15 years of experience in the finance industry.