-
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
Marva Britton (CRD# 2740903) is an Investment Advisor Representative working at Primerica Advisors in Chester, NY and has over 27 years of experience in the finance industry.
Giulio Defilippis (CRD# 4758779) is an Investment Advisor Representative working at Key Investment Services LLC in Chester, NY and has over 20 years of experience in the finance industry.
Ayda Lupo (CRD# 5623948) is an Investment Advisor Representative working at Key Investment Services LLC in Chester, NY and has over 14 years of experience in the finance industry.
Anna Abma (CRD# 1778571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyckoff, NJ and has over 11 years of experience in the finance industry.
Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tarrytown, NY and has over 21 years of experience in the finance industry. Mark Abraham 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.
Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 4 years of experience in the finance industry.
Theodore Agelis Jr (CRD# 5326140) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 10 years of experience in the finance industry.
Santo Agostino (CRD# 716965) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartsdale, NY and has over 16 years of experience in the finance industry.
Evelyn Aguila (CRD# 1255649) is an Investment Advisor Representative working at Primerica Advisors in Nanuet, NY and has over 39 years of experience in the finance industry.
Peter Alfaro (CRD# 3138632) is an Investment Advisor Representative working at Windward Capital Management LLC in Mahwah, NJ and has over 23 years of experience in the finance industry.