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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
Adriano Almeida (CRD# 5013655) is an Investment Advisor Representative working at Vii Capital Management LLC in Stamford, CT and has 1 year of experience in the finance industry.
Iracema Almeida (CRD# 5511658) is an Investment Advisor Representative working at Ubs Financial Services Inc. in White Plains, NY and has over 8 years of experience in the finance industry.
Leon Almeida (CRD# 5645472) is an Investment Advisor Representative working at Mml Investors Services, LLC in Paramus, NJ and has over 15 years of experience in the finance industry.
James Altebrando (CRD# 6242033) is an Investment Advisor Representative working at Equitable Advisors, LLC in Locust Valley, NY and has over 9 years of experience in the finance industry.
David Alter (CRD# 1061312) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 41 years of experience in the finance industry.
Kenneth Alter (CRD# 6006557) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 11 years of experience in the finance industry.
David Altman (CRD# 4735451) is an Investment Advisor Representative working at Alliancebernstein LP in Stamford, CT and has over 20 years of experience in the finance industry. David Altman 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.
David Altschuler (CRD# 871027) is an Investment Advisor Representative working at Lpl Financial LLC in Woodbury, NY and has over 41 years of experience in the finance industry. David Altschuler 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.
Mayda Alvarado (CRD# 2647952) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Paramus, NJ and has over 28 years of experience in the finance industry.
Hugo Alves (CRD# 4210960) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Stamford, CT and has over 23 years of experience in the finance industry. Hugo Alves 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.