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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
David Brezina (CRD# 5515306) is an Investment Advisor Representative working at Southport Station Financial Management, LLC in Southport, CT and has over 15 years of experience in the finance industry. David Brezina 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.
Lev Brickman (CRD# 3173097) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 25 years of experience in the finance industry.
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.
Roger Brigati (CRD# 3095768) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Commack, NY and has over 12 years of experience in the finance industry. Roger Brigati 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.
Steven Brill (CRD# 872514) is an Investment Advisor Representative working at Clear Point Advisors, Inc. in Melville, NY and has over 35 years of experience in the finance industry.
Deborah Briskin (CRD# 1252096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 40 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 35 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.
Robert Brody (CRD# 1792270) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 36 years of experience in the finance industry.