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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
Lisa Saladino (CRD# 2126283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 12 years of experience in the finance industry.
Michael Schwenk (CRD# 5370328) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hampton Bays, NY and has over 15 years of experience in the finance industry.
Mark Snow (CRD# 4397150) is an Investment Advisor Representative working at Snow Financial Management, LLC in Water Mill, NY and has over 22 years of experience in the finance industry.
Michael Snow (CRD# 2196395) is an Investment Advisor Representative working at Snow Financial Management, LLC in Water Mill, NY and has over 20 years of experience in the finance industry.
Sara Stanich (CRD# 5397545) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 16 years of experience in the finance industry. Sara Stanich 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.
John Sullivan (CRD# 5661525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sag Harbor, NY and has over 14 years of experience in the finance industry.
Lauren Sylvan (CRD# 6974615) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 7 years of experience in the finance industry. Lauren Sylvan 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.
Catherine Turk (CRD# 2736599) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Riverhead, NY and has over 22 years of experience in the finance industry.
Ernest Vorpahl (CRD# 2717578) is an Investment Advisor Representative working at East End Financial Group, Inc. in Riverhead, NY and has over 28 years of experience in the finance industry. Ernest Vorpahl 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 Ward (CRD# 2753909) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 27 years of experience in the finance industry.