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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
Robert Sforza (CRD# 5403509) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Smithtown, NY and has over 16 years of experience in the finance industry.
Gerald Slattery (CRD# 2243398) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 31 years of experience in the finance industry.
Craig Valentine (CRD# 5772879) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 13 years of experience in the finance industry. Craig Valentine 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 Wilcox (CRD# 4317735) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Smithtown, NY and has over 22 years of experience in the finance industry.
Joseph Aguirre (CRD# 3033775) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Smithtown, NY and has over 23 years of experience in the finance industry.
Christopher Amadeo (CRD# 4199562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 23 years of experience in the finance industry.
Matthew Brown (CRD# 5335051) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Smithtown, NY and has over 15 years of experience in the finance industry.
Tiffany Diaz (CRD# 6715776) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 7 years of experience in the finance industry.
Jonathan Ehrlich (CRD# 4520067) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 21 years of experience in the finance industry.
Kevin Fitzpatrick (CRD# 5987290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Smithtown, NY and has over 11 years of experience in the finance industry.