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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
Gary Lofgren (CRD# 1006352) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 9 years of experience in the finance industry. Gary Lofgren 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.
Paul Mohammadi (CRD# 6193251) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 10 years of experience in the finance industry.
Sean Mohammadi (CRD# 1837658) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 35 years of experience in the finance industry.
Denis Moynihan (CRD# 1403476) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 37 years of experience in the finance industry.
James Pino (CRD# 1842604) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 26 years of experience in the finance industry.
Rachel Pino (CRD# 2381976) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 30 years of experience in the finance industry.
Ginger Romero Pardlo (CRD# 5431221) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 15 years of experience in the finance industry.
Sandy Siff (CRD# 1443029) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 36 years of experience in the finance industry. Sandy Siff 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.
Katherine Stein (CRD# 5878569) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 13 years of experience in the finance industry.
Joseph Tedeschi (CRD# 4702330) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 20 years of experience in the finance industry.