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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
Jeffrey Alecci (CRD# 1827228) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ 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.
Peter Alfaro (CRD# 3138632) is an Investment Advisor Representative working at Windward Capital Management LLC in Mahwah, NJ and has over 23 years of experience in the finance industry.
Kashif Ali (CRD# 5727035) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goshen, NY and has over 14 years of experience in the finance industry.
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.
George Allen (CRD# 1284859) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Paramus, NJ and has over 38 years of experience in the finance industry.
Jonathon Allen (CRD# 6231040) is an Investment Advisor Representative working at Private Advisor Group, LLC in Ridgewood, NJ and has over 7 years of experience in the finance industry. Jonathon Allen 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.
Thomas Allen (CRD# 6357543) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Paramus, NJ 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.
Adriano Almeida (CRD# 5013655) is an Investment Advisor Representative working at Vii Capital Management LLC in Stamford, CT and has 1 year of experience in the finance industry.