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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
Peter Gawreluk (CRD# 2176425) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithtown, NY and has over 25 years of experience in the finance industry. Peter Gawreluk 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.
Anthony Gippetti (CRD# 5635091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Smithtown, NY and has over 14 years of experience in the finance industry.
Donald Gleason (CRD# 1057786) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Smithtown, NY and has 1 year of experience in the finance industry.
Steven Goldis (CRD# 1296658) is an Investment Advisor Representative working at Lpl Financial LLC in Smithtown, NY and has over 39 years of experience in the finance industry.
Peter Halliwell (CRD# 1048466) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 23 years of experience in the finance industry.
Terence Hickey (CRD# 1880552) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Smithtown, NY and has over 29 years of experience in the finance industry.
Sam Kaplan (CRD# 7706346) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Smithtown, NY and has 1 year of experience in the finance industry.
Kelly Lynch (CRD# 7709711) is an Investment Advisor Representative working at Arcadia Wealth Management in Smithtown, NY and has 1 year of experience in the finance industry. Kelly Lynch 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.
Joy Martinsen (CRD# 2008075) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Smithtown, NY and has over 34 years of experience in the finance industry.
Maria Mauceli (CRD# 4623680) is an Investment Advisor Representative working at Lpl Financial LLC in Smithtown, NY and has over 20 years of experience in the finance industry.