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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
Patrick Doherty (CRD# 5593139) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarsdale, NY and has over 15 years of experience in the finance industry.
Christopher Foster (CRD# 4373541) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarsdale, NY and has over 22 years of experience in the finance industry. Christopher Foster 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.
Jonathan Gallashaw (CRD# 5120687) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scarsdale, NY and has over 18 years of experience in the finance industry.
Robert Giuffrida (CRD# 5142063) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scarsdale, NY and has over 17 years of experience in the finance industry.
Daniel Giuntini (CRD# 5051192) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scarsdale, NY and has over 18 years of experience in the finance industry.
Samuel Katz (CRD# 2458089) is an Investment Advisor Representative working at Park Avenue Securities LLC in Scarsdale, NY and has over 29 years of experience in the finance industry. Samuel Katz 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 Koscal (CRD# 5465477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scarsdale, NY and has over 15 years of experience in the finance industry.
Michael Lynch (CRD# 5724124) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Scarsdale, NY and has over 7 years of experience in the finance industry.
Hillary McLean (CRD# 4275088) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarsdale, NY and has over 22 years of experience in the finance industry. Hillary McLean 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.
Ellen Mellyn (CRD# 6148559) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarsdale, NY and has over 11 years of experience in the finance industry.