-
Distance Only Purchase, NY
-
COMPENSATION Either
-
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
Brennian Antell (CRD# 5386297) is an Investment Advisor Representative working at Hightower Advisors, LLC in Purchase, NY and has over 16 years of experience in the finance industry.
Maria Barletta (CRD# 1940196) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Purchase, NY and has over 34 years of experience in the finance industry.
Susan Bock (CRD# 839813) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 44 years of experience in the finance industry.
Mitchell Brill (CRD# 4244594) is an Investment Advisor Representative working at Hightower Advisors, LLC in Purchase, NY and has over 23 years of experience in the finance industry. Mitchell Brill 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.
David Collins (CRD# 2094157) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 23 years of experience in the finance industry.
William Collins (CRD# 2866728) is an Investment Advisor Representative working at Otr Global LLC in Purchase, NY and has over 26 years of experience in the finance industry.
Christopher Copenhaver (CRD# 4255869) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Purchase, NY and has over 23 years of experience in the finance industry. Christopher Copenhaver 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.
James Dickey (CRD# 3256135) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 24 years of experience in the finance industry. James Dickey 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.
Robert Dolliver (CRD# 4669091) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Purchase, NY and has over 20 years of experience in the finance industry.
Michael Dowd (CRD# 1272134) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 39 years of experience in the finance industry.