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Distance Only Tarrytown, NY
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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
William Jordan (CRD# 7404788) is an Investment Advisor Representative working at Lpl Financial LLC in Tarrytown, NY and has 1 year of experience in the finance industry.
Yechezkel Kasnett (CRD# 5131448) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tarrytown, NY and has over 6 years of experience in the finance industry.
Donald Keough (CRD# 5951682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tarrytown, NY and has 1 year of experience in the finance industry.
Peter Knapp (CRD# 1052934) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Tarrytown, NY and has over 38 years of experience in the finance industry.
Daniel Leskowitz (CRD# 6470054) is an Investment Advisor Representative working at Commonwealth Financial Network in Tarrytown, NY and has 1 year of experience in the finance industry.
Robert Maiorano (CRD# 4707308) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tarrytown, NY and has over 20 years of experience in the finance industry.
Maria Maus (CRD# 2201509) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tarrytown, NY and has over 32 years of experience in the finance industry.
Kyle McCarey (CRD# 7494214) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Tarrytown, NY and has 1 year of experience in the finance industry.
Thomas Nervegna (CRD# 703075) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tarrytown, NY and has over 28 years of experience in the finance industry.
Kaitlin Oliveira (CRD# 5819570) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 13 years of experience in the finance industry. Kaitlin Oliveira 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.