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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
Kevin Clark (CRD# 2557744) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 10 years of experience in the finance industry.
Thomas Dagger (CRD# 3197890) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jericho, NY and has over 21 years of experience in the finance industry.
Vincent De Vita (CRD# 4055454) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jericho, NY and has over 24 years of experience in the finance industry. Vincent De Vita 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 Dean-Stahl (CRD# 3147217) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 25 years of experience in the finance industry. Katherine Dean-Stahl 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.
Barbara Deel (CRD# 1592016) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 31 years of experience in the finance industry. Barbara Deel 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.
Tracy Dellomo (CRD# 2413873) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 30 years of experience in the finance industry.
Tonia Dillon (CRD# 1178293) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 32 years of experience in the finance industry.
Yatin Doshi (CRD# 4627120) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has over 21 years of experience in the finance industry.
Christopher Faggioni (CRD# 2766293) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 27 years of experience in the finance industry.
Andrew Feldman (CRD# 1736492) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jericho, NY and has over 36 years of experience in the finance industry.