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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
Angelo Gallo (CRD# 1471589) is an Investment Advisor Representative working at Lifelong Wealth Strategies, LLC in Somers, NY and has over 36 years of experience in the finance industry.
Patricia Jones (CRD# 4096379) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Somers, NY and has 1 year of experience in the finance industry.
Colleen Langlais (CRD# 6798772) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Somers, NY and has over 6 years of experience in the finance industry.
Nicholas Mancini (CRD# 5317614) is an Investment Advisor Representative working at Broadstreet Global Advisors, Inc. in Somers, NY and has 1 year of experience in the finance industry.
George Mitchell (CRD# 1279375) is an Investment Advisor Representative working at The Windmill Group, Inc. in Somers, NY and has over 39 years of experience in the finance industry. George Mitchell 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.
Paul Padovani (CRD# 2688559) is an Investment Advisor Representative working at Padovani Asset Management in Somers, NY and has over 26 years of experience in the finance industry.
Andrew Pandolfo (CRD# 5994845) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Somers, NY and has over 6 years of experience in the finance industry.
Michael Peist (CRD# 2381039) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Somers, NY and has over 28 years of experience in the finance industry. Michael Peist 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.
Tara Santoro (CRD# 6322757) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Somers, NY and has over 2 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.