Distance Only East Hampton, CT
- 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
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Investment Services in East Hampton, CT and has over 12 years of experience in the finance industry.
Mark Edwards (CRD# 2309929) is an Investment Advisor Representative working at Avantax Advisory Services in East Hampton, CT and has over 23 years of experience in the finance industry. Mark Edwards 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.