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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
Michael Schwenk (CRD# 5370328) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hampton Bays, NY and has over 15 years of experience in the finance industry.
Thomas Sconzo (CRD# 4605478) is an Investment Advisor Representative working at Lpl Financial LLC in Manorville, NY and has over 21 years of experience in the finance industry.
Margaret Seabrooke (CRD# 4560135) is an Investment Advisor Representative working at Lpl Financial LLC in Branford, CT and has over 21 years of experience in the finance industry.
Cheryl Smith (CRD# 6034000) is an Investment Advisor Representative working at Lpl Financial LLC in Branford, CT and has over 11 years of experience in the finance industry.
William Smith (CRD# 4492206) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Branford, CT and has over 22 years of experience in the finance industry.
Kenneth Spitzbard (CRD# 1474784) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 37 years of experience in the finance industry.
Sara Stanich (CRD# 5397545) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 16 years of experience in the finance industry. Sara Stanich 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 Sullivan (CRD# 5661525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sag Harbor, NY and has over 14 years of experience in the finance industry.
Lauren Sylvan (CRD# 6974615) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 7 years of experience in the finance industry. Lauren Sylvan 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.
Michael Taverner (CRD# 5093512) is an Investment Advisor Representative working at Lpl Financial LLC in Branford, CT and has over 18 years of experience in the finance industry.