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Distance Only Purchase, NY
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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
Kimberly Sullivan (CRD# 3230746) is an Investment Advisor Representative working at Otr Global LLC in Purchase, NY and has over 21 years of experience in the finance industry.
Steven Taub (CRD# 2283065) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 31 years of experience in the finance industry.
William Tripodo (CRD# 6131740) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 11 years of experience in the finance industry.
Wiwatsorn Viwatthanasorn (CRD# 5342974) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 16 years of experience in the finance industry.
Mark Wells (CRD# 4871123) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 16 years of experience in the finance industry.
Adam Wood (CRD# 4751225) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 20 years of experience in the finance industry.
Abdulqadir Akhtar (CRD# 6676030) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 7 years of experience in the finance industry.
Alejandra Alvarez (CRD# 7286519) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 4 years of experience in the finance industry.
Mahmoud Arjomand (CRD# 2384261) is an Investment Advisor Representative working at Mml Investors Services, LLC in Purchase, NY and has over 30 years of experience in the finance industry. Mahmoud Arjomand 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.
Matthew Armstrong (CRD# 7083133) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 2 years of experience in the finance industry.