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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
Robert Alimena (CRD# 4935476) is an Investment Advisor Representative working at Procyon Advisors, LLC in Melville, NY and has over 18 years of experience in the finance industry. Robert Alimena 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.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...
Theodor Allen (CRD# 6492758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 8 years of experience in the finance industry.
Philip Allopenna (CRD# 6311090) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 9 years of experience in the finance industry.
Lissette Almanzar (CRD# 7035911) is an Investment Advisor Representative working at Hightower Advisors, LLC in Melville, NY and has over 5 years of experience in the finance industry.
Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry. Michael Aloi 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.
Stanley Alterman (CRD# 703134) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 43 years of experience in the finance industry.
Elliot Altman (CRD# 4844964) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 18 years of experience in the finance industry.
David Altschuler (CRD# 871027) is an Investment Advisor Representative working at Lpl Financial LLC in Woodbury, NY and has over 41 years of experience in the finance industry. David Altschuler 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.
Carlos Alvarado (CRD# 1329628) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 39 years of experience in the finance industry.