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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
Christopher Alexis (CRD# 1770542) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 35 years of experience in the finance industry.
Charles Alfaro (CRD# 6847707) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Rochelle, NY and has over 6 years of experience in the finance industry.
Louis Alfero (CRD# 1053806) is an Investment Advisor Representative working at Lpl Financial LLC in Norwalk, CT and has over 30 years of experience in the finance industry.
Nicholas Alfino (CRD# 6006461) is an Investment Advisor Representative working at Park Avenue Securities LLC in Melville, NY and has over 9 years of experience in the finance industry. Nicholas Alfino 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 Alimena (CRD# 4935476) is an Investment Advisor Representative working at Procyon Advisors, LLC in Melville, NY and has over 18 years of experience in the finance industry. Robert Alimena 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.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...
Theodor Allen (CRD# 6492758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 8 years of experience in the finance industry.
Scott Alley (CRD# 4694586) is an Investment Advisor Representative working at Edward Jones in Greenwich, CT and has over 19 years of experience in the finance industry.
Philip Allopenna (CRD# 6311090) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 10 years of experience in the finance industry.
Lissette Almanzar (CRD# 7035911) is an Investment Advisor Representative working at Hightower Advisors, LLC in Melville, NY and has over 5 years of experience in the finance industry.