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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
Keith Brady (CRD# 2613526) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 26 years of experience in the finance industry.
Kimberly Branch (CRD# 1935509) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 23 years of experience in the finance industry. Kimberly Branch 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.
Evan Branfman (CRD# 3270650) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 24 years of experience in the finance industry.
Scott Braun (CRD# 3005504) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 23 years of experience in the finance industry.
Michael Breunig (CRD# 4100210) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Hauppauge, NY and has over 24 years of experience in the finance industry.
David Brezina (CRD# 5515306) is an Investment Advisor Representative working at Southport Station Financial Management, LLC in Southport, CT and has over 15 years of experience in the finance industry. David Brezina 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.
Ward Brickner (CRD# 1434842) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 38 years of experience in the finance industry.
Roger Brigati (CRD# 3095768) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Commack, NY and has over 11 years of experience in the finance industry. Roger Brigati 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.
James Bristow (CRD# 1935215) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry.
Howard Brodis (CRD# 1011178) 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.