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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
Jeffrey Baez (CRD# 5910482) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yonkers, NY and has over 11 years of experience in the finance industry.
Arielis Guzman (CRD# 7010186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yonkers, NY and has over 5 years of experience in the finance industry.
Jonathan Jaeger (CRD# 1696734) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Yonkers, NY and has over 33 years of experience in the finance industry.
Paul Levis (CRD# 4430913) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Yonkers, NY and has over 21 years of experience in the finance industry. Paul Levis 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.
Keith Small (CRD# 3013759) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yonkers, NY and has over 25 years of experience in the finance industry.
Christopher Toro (CRD# 2840005) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Yonkers, NY and has over 27 years of experience in the finance industry.
David Cohen (CRD# 5083883) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yonkers, NY and has over 18 years of experience in the finance industry.
Oscar Colon (CRD# 7192309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yonkers, NY and has over 4 years of experience in the finance industry.
Caitlin Cronin (CRD# 6258287) is an Investment Advisor Representative working at Morgan Stanley in Yonkers, NY and has over 10 years of experience in the finance industry.
Ron Daniel (CRD# 5525148) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yonkers, NY and has over 14 years of experience in the finance industry.