-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Carl Holly (CRD# 2192542) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 32 years of experience in the finance industry.
Steven Howe (CRD# 5088131) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 17 years of experience in the finance industry.
Thomas Jack (CRD# 5243582) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 17 years of experience in the finance industry.
Suzan Luna Jaffe (CRD# 4634039) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 21 years of experience in the finance industry. Suzan Luna Jaffe 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.
Ivory Johnson (CRD# 2032636) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 33 years of experience in the finance industry. Ivory Johnson 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.
Joseph Johnson (CRD# 1312422) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 40 years of experience in the finance industry.
Richard Kidd (CRD# 1573270) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 28 years of experience in the finance industry.
Lisa Kielmeyer (CRD# 2567645) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Woodbury, NY and has over 28 years of experience in the finance industry.
James Knox (CRD# 703116) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Woodbury, NY and has 1 year of experience in the finance industry.
Sam Kodari (CRD# 1779614) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 25 years of experience in the finance industry.