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Distance Only Chappaqua, 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
Jacob Hadad (CRD# 6932872) is an Investment Advisor Representative working at Wesfair Advisory Group, Inc. in Chappaqua, NY and has over 6 years of experience in the finance industry.
Jake Hasenbalg (CRD# 7537482) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has 1 year of experience in the finance industry.
Scott Kahan (CRD# 1147804) is an Investment Advisor Representative working at Financial Asset Management Corp in Chappaqua, NY and has 1 year of experience in the finance industry. Scott Kahan 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.
Viktoria Kamin (CRD# 5792070) is an Investment Advisor Representative working at Financial Asset Management Corp in Chappaqua, NY and has 1 year of experience in the finance industry. Viktoria Kamin 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.
Laurance Kersh (CRD# 1746807) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 26 years of experience in the finance industry. Laurance Kersh 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.
Joseph Lovecchio (CRD# 6980304) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 5 years of experience in the finance industry.
John Magliula (CRD# 7723790) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has 1 year of experience in the finance industry.
Maria McKee (CRD# 6576241) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has 1 year of experience in the finance industry. Maria McKee 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.
Alan Nadel (CRD# 5920584) is an Investment Advisor Representative working at Flying Point Asset Management LLC in Chappaqua, NY and has over 13 years of experience in the finance industry.
Barbara Ann Napolitano (CRD# 7205079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 3 years of experience in the finance industry. Barbara Ann Napolitano 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.