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Distance Only Lake Sucess, 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
Fred Sloan (CRD# 4355498) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has 1 year of experience in the finance industry.
Michael Lenzo (CRD# 6655246) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has 1 year of experience in the finance industry. Michael Lenzo 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.
Marilyn Schaja (CRD# 1182291) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has over 15 years of experience in the finance industry.
Jason Shulman (CRD# 1342056) is an Investment Advisor Representative working at Shulman Demeo Asset Management, LLC in Lake Sucess, NY and has over 38 years of experience in the finance industry.
Jeffrey Thurm (CRD# 6700539) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has 1 year of experience in the finance industry.
Giovanni Tiso (CRD# 6718229) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has over 7 years of experience in the finance industry.
William Valk (CRD# 7179252) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has over 2 years of experience in the finance industry.