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Distance Only Centerport, 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
Christopher Markowski (CRD# 2556011) is an Investment Advisor Representative working at Markowski Investments in Centerport, NY and has over 29 years of experience in the finance industry.
Daniel Goldstein (CRD# 2726433) is an Investment Advisor Representative working at Daniel Goldstein, Cfp in Centerport, NY and has over 27 years of experience in the finance industry. Daniel Goldstein 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.
James Maguire (CRD# 1700818) is an Investment Advisor Representative working at Edward Jones in Centerport, NY and has over 33 years of experience in the finance industry.
Sebastian Triscari (CRD# 1480234) is an Investment Advisor Representative working at Genesis Asset Management Group, Inc. in Centerport, NY and has over 35 years of experience in the finance industry. Sebastian Triscari 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.