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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
Lissette Almanzar (CRD# 7035911) is an Investment Advisor Representative working at Hightower Advisors, LLC in Melville, NY and has over 5 years of experience in the finance industry.
Adriano Almeida (CRD# 5013655) is an Investment Advisor Representative working at Vii Capital Management LLC in Stamford, CT and has 1 year of experience in the finance industry.
Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry. Michael Aloi 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.
Stanley Alterman (CRD# 703134) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 43 years of experience in the finance industry.
David Altman (CRD# 4735451) is an Investment Advisor Representative working at Alliancebernstein LP in Stamford, CT and has over 20 years of experience in the finance industry. David Altman 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.
Elliot Altman (CRD# 4844964) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 18 years of experience in the finance industry.
David Altschuler (CRD# 871027) is an Investment Advisor Representative working at Lpl Financial LLC in Woodbury, NY and has over 41 years of experience in the finance industry. David Altschuler 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.
Carlos Alvarado (CRD# 1329628) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 39 years of experience in the finance industry.
Hugo Alves (CRD# 4210960) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Stamford, CT and has over 23 years of experience in the finance industry. Hugo Alves 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.
Brian Amato (CRD# 4416353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 22 years of experience in the finance industry.