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Distance Only Manhasset, NY
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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
Patricia McDonnell (CRD# 4643557) is an Investment Advisor Representative working at Msm Financial Strategies in Manhasset, NY and has over 19 years of experience in the finance industry.
John McGuire (CRD# 4643530) is an Investment Advisor Representative working at Msm Financial Strategies in Manhasset, NY and has 1 year of experience in the finance industry. John McGuire 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.
Colin Nelson (CRD# 7288620) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Manhasset, NY and has over 2 years of experience in the finance industry. Colin Nelson 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.
Francisco Olarte (CRD# 7062416) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has over 4 years of experience in the finance industry.
Tyler Sherry (CRD# 6798886) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has 1 year of experience in the finance industry.
Stacey Siegel (CRD# 2363763) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Manhasset, NY and has 1 year of experience in the finance industry.
Shihhua Wang (CRD# 5083405) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Manhasset, NY and has over 16 years of experience in the finance industry.
Christopher Warren (CRD# 4299799) is an Investment Advisor Representative working at Halo Investment Services, LLC in Manhasset, NY and has over 22 years of experience in the finance industry.