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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
Joseph Perry (CRD# 6449814) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New York City, NY and has over 9 years of experience in the finance industry.
Irina Podmolska (CRD# 6836971) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New York City, NY and has over 6 years of experience in the finance industry. Irina Podmolska 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.
Karan Sayal (CRD# 6863867) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has over 6 years of experience in the finance industry.
Daniel Soo (CRD# 1981026) is an Investment Advisor Representative working at Advice And Planning Services in New York City, NY and has over 34 years of experience in the finance industry.
Jessica Stephan (CRD# 5977824) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has over 12 years of experience in the finance industry. Jessica Stephan 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.
Jake Terhune (CRD# 6292544) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has over 8 years of experience in the finance industry.
Michael West (CRD# 4587141) is an Investment Advisor Representative working at Alliant Retirement Consulting in New York City, NY and has over 15 years of experience in the finance industry.
Julia Bialek (CRD# 7435606) is an Investment Advisor Representative working at Bakeravenue in New York City, NY and has over 2 years of experience in the finance industry. Julia Bialek 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.
Karen Cardenas (CRD# 6776765) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New York City, NY and has over 4 years of experience in the finance industry.
Katherine Connolly (CRD# 7788164) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has 1 year of experience in the finance industry.