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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
Joseph Marino (CRD# 2183923) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mahopac, NY and has over 32 years of experience in the finance industry.
Ray Spano (CRD# 2478112) is an Investment Advisor Representative working at Spano Advisory Services Inc. in Mahopac, NY and has over 27 years of experience in the finance industry. Ray Spano 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.
Keith Weiss (CRD# 5280763) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 16 years of experience in the finance industry.
Scott Weiss (CRD# 5772766) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 13 years of experience in the finance industry.
Michael Montaruli (CRD# 6500379) is an Investment Advisor Representative working at Lpl Financial LLC in Mahopac, NY and has over 8 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Oliver Abel (CRD# 6865326) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 6 years of experience in the finance industry.
Luis Abella (CRD# 2809814) is an Investment Advisor Representative working at Edward Jones in New Milford, CT and has over 27 years of experience in the finance industry.