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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
Avani Patel (CRD# 4227064) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has over 18 years of experience in the finance industry. Avani Patel 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.
Cameron Russ (CRD# 7537480) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has 1 year of experience in the finance industry.
Paul Schiebelhuth (CRD# 413245) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainview, NY and has over 29 years of experience in the finance industry.
Steven Schiebelhuth (CRD# 4699617) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainview, NY and has over 20 years of experience in the finance industry.
Michael Schnitzer (CRD# 6347210) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has over 9 years of experience in the finance industry.
Nicholas Scozzari (CRD# 7079429) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has over 4 years of experience in the finance industry.
Jose Velasquez (CRD# 7447661) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has 1 year of experience in the finance industry.
Renee Wallace (CRD# 7521490) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has 1 year of experience in the finance industry.
James Weinblatt (CRD# 7697710) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has 1 year of experience in the finance industry.
Rachel Weissman (CRD# 7133250) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has over 4 years of experience in the finance industry.