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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
Charles Allan (CRD# 2706516) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in New York, NY and has over 28 years of experience in the finance industry.
Michael Allan (CRD# 1257882) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in New York, NY and has over 39 years of experience in the finance industry. Michael Allan 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.
Rachel Alleman (CRD# 5470366) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 16 years of experience in the finance industry. Rachel Alleman 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.
Chad Allen (CRD# 2712784) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 28 years of experience in the finance industry.
Kevin Allen (CRD# 6168101) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 9 years of experience in the finance industry.
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.
Casey Allison (CRD# 4955134) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has over 18 years of experience in the finance industry.
Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 36 years of experience in the finance industry.
Eric Alma (CRD# 5367182) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 16 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.