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Distance Only Elmsford, 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
Jeffrey Klein (CRD# 4078038) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 24 years of experience in the finance industry. Jeffrey Klein 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.
Steven Klimaszewski (CRD# 2287121) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 31 years of experience in the finance industry. Steven Klimaszewski 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.
Michael Kouroupakis (CRD# 7183431) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has 1 year of experience in the finance industry.
Sonyalis Marrone (CRD# 3016445) is an Investment Advisor Representative working at Primerica Advisors in Elmsford, NY and has over 26 years of experience in the finance industry.
Scott Menta (CRD# 1750856) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 33 years of experience in the finance industry.
Frank Newman (CRD# 7286145) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 2 years of experience in the finance industry.
William Norkin (CRD# 2684639) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 27 years of experience in the finance industry.
Joseph Obrien (CRD# 1147621) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 37 years of experience in the finance industry.
Gabriel Palacios (CRD# 7344191) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 2 years of experience in the finance industry.
Pasquale Palumbo (CRD# 6218844) is an Investment Advisor Representative working at Lpl Financial LLC in Elmsford, NY and has over 10 years of experience in the finance industry.