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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
Mary Beth Fanelli (CRD# 5320223) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 16 years of experience in the finance industry.
Brian Farkas (CRD# 1659115) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry.
Robert Farmand (CRD# 3165240) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Holbrook, NY and has over 24 years of experience in the finance industry.
Xavier Felipe (CRD# 2024428) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 33 years of experience in the finance industry. Xavier Felipe 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.
William Fence (CRD# 2094741) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 19 years of experience in the finance industry.
James Ferguson (CRD# 2899931) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 24 years of experience in the finance industry. James Ferguson 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.
Kevin Filosa (CRD# 1798768) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 35 years of experience in the finance industry.
Daniel Finnegan (CRD# 1341158) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 39 years of experience in the finance industry.
Thomas Finnegan (CRD# 1004425) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 40 years of experience in the finance industry. Thomas Finnegan 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.
Matthew Fischer (CRD# 6354659) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 9 years of experience in the finance industry.