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Distance Only Montauk, 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
Sara Stanich (CRD# 5397545) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 16 years of experience in the finance industry. Sara Stanich 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.
Lauren Sylvan (CRD# 6974615) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 7 years of experience in the finance industry. Lauren Sylvan 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.
Janet Hidalgo (CRD# 4638337) is an Investment Advisor Representative working at Hidalgo,janet in Montauk, NY and has 1 year of experience in the finance industry.
Rebecca Incledon (CRD# 7785351) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has 1 year of experience in the finance industry.
James Krug (CRD# 1708943) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Montauk, NY and has over 36 years of experience in the finance industry.
Stephen Taylor (CRD# 4235510) is an Investment Advisor Representative working at Big Rock Advisors LLC in Montauk, NY and has over 22 years of experience in the finance industry.
Caroline Young (CRD# 7811953) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has 1 year of experience in the finance industry.