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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
Ronald Morse (CRD# 341008) is an Investment Advisor Representative working at Spirit Of America Management Corp in White Plains, NY and has over 21 years of experience in the finance industry.
Vinay Munikoti (CRD# 5851790) is an Investment Advisor Representative working at System Research, LLC in White Plains, NY and has over 13 years of experience in the finance industry.
David Munoz (CRD# 2879950) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 26 years of experience in the finance industry.
Natalya Muravchik (CRD# 5548786) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 15 years of experience in the finance industry.
Marijo Murphy (CRD# 4684592) is an Investment Advisor Representative working at Eagle Strategies LLC in White Plains, NY and has over 13 years of experience in the finance industry.
Naoka Nakagawa (CRD# 4503583) is an Investment Advisor Representative working at Insight Advisors, LLC in White Plains, NY and has over 18 years of experience in the finance industry.
Michael Nelson (CRD# 3185886) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 24 years of experience in the finance industry. Michael Nelson 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.
Taylor Nissi (CRD# 5188859) is an Investment Advisor Representative working at Pleasant Street Wealth Advisors, LLC in White Plains, NY and has over 9 years of experience in the finance industry. Taylor Nissi 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.
Steven Noce (CRD# 4288062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 19 years of experience in the finance industry.
Henriette O'connor (CRD# 1105501) is an Investment Advisor Representative working at Ubs Financial Services Inc. in White Plains, NY and has over 39 years of experience in the finance industry.