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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
Robert Polk (CRD# 2009302) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry. Robert Polk 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.
Robert Protesto (CRD# 5549324) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry. Robert Protesto 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 Provost (CRD# 4814526) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 19 years of experience in the finance industry.
Brian Quatrale (CRD# 1676238) is an Investment Advisor Representative working at Lpl Financial LLC in Holbrook, NY and has over 37 years of experience in the finance industry.
Wendy Quattrochi (CRD# 2200158) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 31 years of experience in the finance industry.
James Quinn (CRD# 2261939) is an Investment Advisor Representative working at Primerica Advisors in Holbrook, NY and has over 31 years of experience in the finance industry.
Thomas Quinn (CRD# 1606522) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 33 years of experience in the finance industry.
Kim Qvistorff (CRD# 2115289) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 33 years of experience in the finance industry. Kim Qvistorff 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 Rayl (CRD# 2448717) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.
Jonathan Reardon (CRD# 2520178) 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.