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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
Derek Lavery (CRD# 4611074) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 21 years of experience in the finance industry.
Paiwei Lee (CRD# 3079502) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Matamoras, PA and has over 25 years of experience in the finance industry.
John Leigh (CRD# 6748508) is an Investment Advisor Representative working at Edward Jones in Hopewell Junction, NY and has over 7 years of experience in the finance industry.
Patrick Lennon (CRD# 5452856) is an Investment Advisor Representative working at Private Advisor Group, LLC in Peekskill, NY and has over 16 years of experience in the finance industry.
Michael Lentini (CRD# 5609851) is an Investment Advisor Representative working at Lpl Financial LLC in Beacon, NY and has over 15 years of experience in the finance industry.
Charles Levinson (CRD# 710843) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 41 years of experience in the finance industry.
Alberto Libertini (CRD# 2703609) is an Investment Advisor Representative working at L&l Partners Wealth Management, LLC in Suffern, NY and has over 28 years of experience in the finance industry.
Michael Lipani (CRD# 6017042) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New City, NY and has over 11 years of experience in the finance industry.
Jeffrey Little (CRD# 6804406) is an Investment Advisor Representative working at Equitable Advisors, LLC in Middletown, NY and has over 5 years of experience in the finance industry.
Frank Locatell (CRD# 2217330) is an Investment Advisor Representative working at Fiducient Advisors LLC in Goshen, NY and has over 16 years of experience in the finance industry. Frank Locatell 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.