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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
David Benedict (CRD# 3086022) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 23 years of experience in the finance industry.
Lauren Berry (CRD# 6514999) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 8 years of experience in the finance industry.
Kimberly Brezen (CRD# 4019156) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 24 years of experience in the finance industry. Kimberly Brezen 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.
Thomas Burns (CRD# 7175132) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 4 years of experience in the finance industry.
Samantha Cala (CRD# 6677963) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 7 years of experience in the finance industry.
Luis Castro Barreto (CRD# 7727878) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has 1 year of experience in the finance industry.
Liza Confino (CRD# 4140451) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 2 years of experience in the finance industry.
John Conroy (CRD# 7716727) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has 1 year of experience in the finance industry.
Stephen Falgoust (CRD# 7593365) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has 1 year of experience in the finance industry.
Kelly Fung (CRD# 4945283) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Roslyn, NY and has over 18 years of experience in the finance industry.