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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
Janine Nebbia (CRD# 2840698) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 24 years of experience in the finance industry.
Christopher Nelson (CRD# 6039810) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 5 years of experience in the finance industry.
Sammy Papantoniou (CRD# 5951794) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 8 years of experience in the finance industry.
Margaret Patrick (CRD# 6063080) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 10 years of experience in the finance industry. Margaret Patrick 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.
Joseph Praino (CRD# 2342256) is an Investment Advisor Representative working at Lpl Financial LLC in Purchase, NY and has over 30 years of experience in the finance industry.
Raymond Pruzinsky (CRD# 727048) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 36 years of experience in the finance industry.
Anthony Quattrochi (CRD# 5413173) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 13 years of experience in the finance industry.
James Rank (CRD# 4772618) is an Investment Advisor Representative working at Aspire Advisors, LLC in Purchase, NY and has over 11 years of experience in the finance industry.
Claudia Rivas (CRD# 5028370) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 18 years of experience in the finance industry.
Lisa Rossi (CRD# 2261138) is an Investment Advisor Representative working at Gladstone Wealth Partners in Purchase, NY and has over 31 years of experience in the finance industry. Lisa Rossi 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.