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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
Jack Schiff (CRD# 4979574) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbury, NY and has over 11 years of experience in the finance industry.
Jonathan Schoenberg (CRD# 4900169) is an Investment Advisor Representative working at Eagle Strategies LLC in Woodbury, NY and has over 18 years of experience in the finance industry. Jonathan Schoenberg 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.
Philip Scholler (CRD# 3230132) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 24 years of experience in the finance industry.
Matthew Shapiro (CRD# 5561680) is an Investment Advisor Representative working at Platform Technology Partners in Woodbury, NY and has over 15 years of experience in the finance industry.
Jonathan Shenkman (CRD# 5382290) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Woodbury, NY and has over 16 years of experience in the finance industry.
Nicole Simpson (CRD# 2153564) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 31 years of experience in the finance industry. Nicole Simpson 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.
Valentina Solomita (CRD# 2109879) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 33 years of experience in the finance industry.
Arthur Springer (CRD# 1447057) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Woodbury, NY and has over 38 years of experience in the finance industry.
Brett Stanton (CRD# 2721237) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 24 years of experience in the finance industry.
Marilyn Stefans (CRD# 2097642) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woodbury, NY and has over 33 years of experience in the finance industry. Marilyn Stefans 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.