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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
John Brenkovich (CRD# 1888433) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mamaroneck, NY and has over 35 years of experience in the finance industry. John Brenkovich 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.
Brian Ericson (CRD# 5096267) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Mamaroneck, NY and has over 17 years of experience in the finance industry.
Gregory Ferone (CRD# 1365828) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mamaroneck, NY and has over 38 years of experience in the finance industry. Gregory Ferone 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.
Laurie Girsky (CRD# 1311426) is an Investment Advisor Representative working at G-squared Advisory LLC in Mamaroneck, NY and has over 36 years of experience in the finance industry. Laurie Girsky 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.
Cynthia Golub (CRD# 717263) is an Investment Advisor Representative working at G-squared Advisory LLC in Mamaroneck, NY and has over 43 years of experience in the finance industry. Cynthia Golub 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.
Vivian Spyropoulos (CRD# 2468973) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mamaroneck, NY and has over 30 years of experience in the finance industry.
Joseph Duffy (CRD# 7145673) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mamaroneck, NY and has over 4 years of experience in the finance industry.
Denise Knight (CRD# 2734133) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mamaroneck, NY and has over 27 years of experience in the finance industry.
Richard Moorhead (CRD# 1082335) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Mamaroneck, NY and has over 3 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.