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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
James Bowler (CRD# 5828620) is an Investment Advisor Representative working at Colsara National Wealth Management LLC in Peekskill, NY and has over 10 years of experience in the finance industry.
Lawrence Boxer (CRD# 1957443) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has over 34 years of experience in the finance industry. Lawrence Boxer 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.
Gabriella Bracaglia (CRD# 5022238) is an Investment Advisor Representative working at Prato Capital Management in White Plains, NY and has over 5 years of experience in the finance industry.
Howard Brachfeld (CRD# 806290) is an Investment Advisor Representative working at Park Avenue Securities LLC in New City, NY and has over 27 years of experience in the finance industry.
Matthew Brady (CRD# 6134984) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 10 years of experience in the finance industry.
George Brakatselos (CRD# 3140018) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scarsdale, NY and has over 12 years of experience in the finance industry.
William Brancaccio (CRD# 5959000) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Harrison, NY and has over 12 years of experience in the finance industry. William Brancaccio 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.
Charles Branch (CRD# 5028885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 17 years of experience in the finance industry.
James Brandemarte (CRD# 4384895) is an Investment Advisor Representative working at Citizens Securities, Inc. in Beacon, NY and has over 22 years of experience in the finance industry.
Thomas Braun (CRD# 5599929) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Nyack, NY and has over 15 years of experience in the finance industry.