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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
Max Mintz (CRD# 6141317) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 7 years of experience in the finance industry.
Syed Mohsin (CRD# 1182691) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 37 years of experience in the finance industry.
Timothy Moreno (CRD# 6103391) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 11 years of experience in the finance industry.
Christopher Natale (CRD# 6039031) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 8 years of experience in the finance industry.
Thomas Palumbo (CRD# 2150024) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 32 years of experience in the finance industry.
James Plummer (CRD# 4634793) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 21 years of experience in the finance industry.
Eric Rabaskas (CRD# 1698023) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 36 years of experience in the finance industry.
Trevor Randall (CRD# 5802163) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 10 years of experience in the finance industry. Trevor Randall 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.
Scott Rochlin (CRD# 4037413) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 24 years of experience in the finance industry.
Daniel Sanborn (CRD# 2517400) is an Investment Advisor Representative working at Lpl Financial LLC in Woodbury, NY and has over 29 years of experience in the finance industry.