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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
Joseph Armisto (CRD# 6063682) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Brewster, NY and has over 9 years of experience in the finance industry. Joseph Armisto 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.
Christopher Buelta (CRD# 3132755) is an Investment Advisor Representative working at Osaic Fa, Inc. in Brewster, NY and has over 22 years of experience in the finance industry.
Michael Durante (CRD# 1751450) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 28 years of experience in the finance industry. Michael Durante 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.
William Flash (CRD# 5667897) is an Investment Advisor Representative working at Edward Jones in Brewster, NY and has over 14 years of experience in the finance industry.
Todd Gianguzzi (CRD# 2844315) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Brewster, NY and has over 26 years of experience in the finance industry.
Edwin Griswold (CRD# 2728552) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Brewster, NY and has over 28 years of experience in the finance industry.
Bruce Iacono (CRD# 6015036) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brewster, NY and has over 12 years of experience in the finance industry.
Dennis Tracy (CRD# 2876946) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brewster, NY and has over 27 years of experience in the finance industry.
George Waters (CRD# 1344273) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 26 years of experience in the finance industry. George Waters 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.
Patrice Borgese (CRD# 5151652) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Brewster, NY and has over 16 years of experience in the finance industry.