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Distance Only East Setauket, 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
Anthony Barone (CRD# 3067669) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Setauket, NY and has over 25 years of experience in the finance industry.
John Demertzis (CRD# 2690132) is an Investment Advisor Representative working at Lpl Financial LLC in East Setauket, NY and has over 28 years of experience in the finance industry.
Donald Donnelly (CRD# 1918320) is an Investment Advisor Representative working at Osaic Wealth, Inc. in East Setauket, NY and has over 34 years of experience in the finance industry.
Arnold Feldman (CRD# 4479606) is an Investment Advisor Representative working at Lpl Financial LLC in East Setauket, NY and has over 22 years of experience in the finance industry.
Francis Girard (CRD# 2837816) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in East Setauket, NY and has over 27 years of experience in the finance industry. Francis Girard 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.
Donald Lippencott (CRD# 1235643) is an Investment Advisor Representative working at Eagle Strategies LLC in East Setauket, NY and has over 39 years of experience in the finance industry.
Eliel Pimentel (CRD# 5500715) is an Investment Advisor Representative working at Edward Jones in East Setauket, NY and has over 15 years of experience in the finance industry.
James Decandia (CRD# 7776512) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Setauket, NY and has 1 year of experience in the finance industry.
Jeffrey Freund (CRD# 1321512) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in East Setauket, NY and has over 27 years of experience in the finance industry. Jeffrey Freund 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.
Karen Godfrey (CRD# 1320191) is an Investment Advisor Representative working at Avantax Advisory Services in East Setauket, NY and has over 24 years of experience in the finance industry.