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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
Michael Lapaglia (CRD# 2544197) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brooklyn, NY and has over 29 years of experience in the finance industry.
Charles Larocca (CRD# 1519529) is an Investment Advisor Representative working at Lpl Financial LLC in Brooklyn, NY and has over 37 years of experience in the finance industry.
Jessica Lee (CRD# 4693408) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brooklyn, NY and has over 20 years of experience in the finance industry.
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 6 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.