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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
Ronald Schneider (CRD# 1811961) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 35 years of experience in the finance industry. Ronald Schneider 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.
Gabriel Torres-Trinidad (CRD# 7674572) 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.
Christopher Touma (CRD# 7742065) 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.
Vincent Travagliato (CRD# 3018602) is an Investment Advisor Representative working at Wealthwise, LLC in Chappaqua, NY and has over 22 years of experience in the finance industry.
David Van Osdol (CRD# 2416079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 30 years of experience in the finance industry. David Van Osdol 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.
Daniel Borgia (CRD# 7230789) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chappaqua, NY and has over 3 years of experience in the finance industry.