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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
Mark Amon (CRD# 2593260) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 29 years of experience in the finance industry.
Donald Amoruso (CRD# 3235199) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has over 24 years of experience in the finance industry.
Craig Amundson (CRD# 706563) is an Investment Advisor Representative working at Lpl Financial LLC in Westport, CT and has over 24 years of experience in the finance industry.
Inderpal Anand (CRD# 2875643) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Garden City, NY and has over 26 years of experience in the finance industry.
Jaime Anaya (CRD# 4626328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pelham, NY and has over 11 years of experience in the finance industry.
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.
Nicole Andersen (CRD# 2145515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 32 years of experience in the finance industry.
Andrea Anderson (CRD# 2785857) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 15 years of experience in the finance industry.
Carlton Anderson (CRD# 2946790) is an Investment Advisor Representative working at Metlife Securities Inc. in Stamford, CT and has over 20years of experience in the finance industry.
Cliff Anderson (CRD# 2913206) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stratford, CT and has over 26 years of experience in the finance industry.