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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
Ruth Arriaza (CRD# 6332739) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.
Joseph Bartumioli (CRD# 1508173) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Woodbury, NY and has over 37 years of experience in the finance industry.
Jeff Blick (CRD# 4335375) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 23 years of experience in the finance industry.
Shannon Bora-Cooper (CRD# 6200596) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.
Daniel Bredow (CRD# 6560783) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 3 years of experience in the finance industry.
Thomas Brucia (CRD# 1141641) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woodbury, NY and has over 38 years of experience in the finance industry. Thomas Brucia 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.
Jack Chite (CRD# 1160338) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 13 years of experience in the finance industry. Jack Chite 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.
James Cloudman (CRD# 5875278) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has 1 year of experience in the finance industry.
Lynne Crockett (CRD# 2274272) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Woodbury, NY and has over 2 years of experience in the finance industry.
Tara Donato (CRD# 7829151) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.