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Distance Only Cortlandt Manor, NY
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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
Marie Green (CRD# 4853771) is an Investment Advisor Representative working at Edward Jones in Cortlandt Manor, NY and has over 19 years of experience in the finance industry.
Michael Leff (CRD# 305715) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cortlandt Manor, NY and has over 24 years of experience in the finance industry.
Christopher Norris (CRD# 5564741) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Cortlandt Manor, NY and has over 11 years of experience in the finance industry. Christopher Norris 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.
John Stein (CRD# 4436472) is an Investment Advisor Representative working at Dba Stein Investment Services in Cortlandt Manor, NY and has 1 year of experience in the finance industry.
Maureen Whelan (CRD# 5133502) is an Investment Advisor Representative working at M.a. Whelan Financial Planning in Cortlandt Manor, NY and has 1 year of experience in the finance industry. Maureen Whelan 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.