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Distance Only Holbrook, 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
Patrick Passaretti (CRD# 6484832) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 7 years of experience in the finance industry.
Steven Paul (CRD# 4601078) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 21 years of experience in the finance industry.
Pamela Pearson (CRD# 1003753) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 37 years of experience in the finance industry. Pamela Pearson 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.
Daniel Perdziak (CRD# 5502892) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 14 years of experience in the finance industry.
Thomas Perry (CRD# 1096559) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 41 years of experience in the finance industry.
Stacy Pfizenmayer (CRD# 2280958) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 29 years of experience in the finance industry. Stacy Pfizenmayer 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 Pierce (CRD# 6846599) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 5 years of experience in the finance industry.
Richard Pino (CRD# 4254981) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 23 years of experience in the finance industry. Richard Pino 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 Podleski (CRD# 3181130) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 25 years of experience in the finance industry. John Podleski 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.
Daniel Polansky (CRD# 4580954) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 17 years of experience in the finance industry.