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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
Sheila Littleton (CRD# 4449228) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Valhalla, NY and has over 21 years of experience in the finance industry.
Robert Loeb (CRD# 1439731) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Valhalla, NY and has over 37 years of experience in the finance industry. Robert Loeb 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.
Lilibeth Miranda (CRD# 6787796) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has over 4 years of experience in the finance industry.
Aaron Morgenstern (CRD# 6624491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has over 7 years of experience in the finance industry. Aaron Morgenstern 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.
John Renda (CRD# 6230463) is an Investment Advisor Representative working at Prudential Financial Planning Services in Valhalla, NY and has over 10 years of experience in the finance industry.
Joseph Silva (CRD# 4813465) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has over 19 years of experience in the finance industry.
Adam Sloane (CRD# 7548306) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has 1 year of experience in the finance industry.
Mason Tilden (CRD# 2974351) is an Investment Advisor Representative working at Tilden Capital Management, LLC in Valhalla, NY and has over 26 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.