-
Distance Metro area (25 miles)
-
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
John Fussell (CRD# 4420111) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 22 years of experience in the finance industry.
Benjamin Harrison (CRD# 6227493) is an Investment Advisor Representative working at Edward Jones in Chappaqua, NY and has over 10 years of experience in the finance industry.
Kerri Kimball (CRD# 5098308) is an Investment Advisor Representative working at Commonwealth Financial Network in Chappaqua, NY and has over 17 years of experience in the finance industry. Kerri Kimball 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.
Matthew Krusko (CRD# 5316931) is an Investment Advisor Representative working at Golden Bay Advisors LLC in Chappaqua, NY and has over 16 years of experience in the finance industry. Matthew Krusko 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.
Anastasia Lombardi (CRD# 4123828) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Chappaqua, NY and has over 21 years of experience in the finance industry.
Karen Roth (CRD# 3101869) is an Investment Advisor Representative working at Commonwealth Financial Network in Chappaqua, NY and has over 14 years of experience in the finance industry.
Andrew Samalin (CRD# 2133744) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 32 years of experience in the finance industry. Andrew Samalin 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.
Benjamin Sokol (CRD# 5142539) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 11 years of experience in the finance industry. Benjamin Sokol 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.
Paul Ayala (CRD# 6423239) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 9 years of experience in the finance industry.
Jules Buxbaum (CRD# 2600907) is an Investment Advisor Representative working at 2pifinancial Corp. in Chappaqua, NY and has over 28 years of experience in the finance industry.