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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
Jaime Anaya (CRD# 4626328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pelham, NY and has over 11 years of experience in the finance industry.
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.
Carlton Anderson (CRD# 2946790) is an Investment Advisor Representative working at Metlife Securities Inc. in Stamford, CT and has over 20years of experience in the finance industry.
Gary Anderson (CRD# 6425300) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Forest Hills, NY and has over 9 years of experience in the finance industry.
Paul Anderson (CRD# 2799182) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 27 years of experience in the finance industry.
Yanique Anderson (CRD# 4190639) is an Investment Advisor Representative working at Lpl Financial LLC in Rye Brook, NY and has over 23 years of experience in the finance industry.
Jason Andrews (CRD# 4582374) is an Investment Advisor Representative working at Wells Fargo Advisors in Old Greenwich, CT and has over 21 years of experience in the finance industry.
Anthony Angarola (CRD# 1359224) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westbury, NY and has over 39 years of experience in the finance industry.
Caroline Angell (CRD# 6817949) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 6 years of experience in the finance industry. Caroline Angell 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.
Ralph Angelo (CRD# 2719384) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 28 years of experience in the finance industry.