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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
Kimberly Branch (CRD# 1935509) 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. Kimberly Branch 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.
Ward Brickner (CRD# 1434842) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 38 years of experience in the finance industry.
James Bristow (CRD# 1935215) 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.
Howard Brodis (CRD# 1011178) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 40 years of experience in the finance industry.
Corey Brodsky (CRD# 4346786) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 9 years of experience in the finance industry.
Brian Brown (CRD# 810068) 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.
Geoffrey Brown (CRD# 6350835) 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.
Lawrence Brown (CRD# 2344066) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 30 years of experience in the finance industry.
Michael Brown (CRD# 2300587) 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. Michael Brown 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.
Walter Brown (CRD# 2520963) 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.