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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
Raymond Bergen (CRD# 2218378) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 32 years of experience in the finance industry. Raymond Bergen 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.
Laurence Bloom (CRD# 7473439) is an Investment Advisor Representative working at Bloomschon Cpas LLC in Jericho, NY and has over 2 years of experience in the finance industry.
Kerma Brunecker (CRD# 2959521) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has over 23 years of experience in the finance industry.
Patrick Chambers (CRD# 6649817) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has 1 year of experience in the finance industry.
Peter Chan (CRD# 4214185) is an Investment Advisor Representative working at Lpl Financial LLC in Jericho, NY and has over 23 years of experience in the finance industry.
Cherie Cohen (CRD# 2242892) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 31 years of experience in the finance industry.
Maria Concilio (CRD# 5571128) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 15 years of experience in the finance industry.
Charles Crystal (CRD# 1061075) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 40 years of experience in the finance industry.
Gregory Davidian (CRD# 5046626) is an Investment Advisor Representative working at Lambent Asset Management, LLC in Jericho, NY and has 1 year of experience in the finance industry.
Emanuel Defreitas (CRD# 7434646) is an Investment Advisor Representative working at Safe Harbor Asset Management, Inc. in Jericho, NY and has 1 year of experience in the finance industry. Emanuel Defreitas 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.