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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
Robert Mathias (CRD# 2203318) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Kisco, NY and has over 32 years of experience in the finance industry. Robert Mathias 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.
Paul McCarthy (CRD# 6491484) is an Investment Advisor Representative working at Kisco Capital, LLC in Mount Kisco, NY and has 1 year of experience in the finance industry.
John McInerney (CRD# 2447566) is an Investment Advisor Representative working at Key Investment Services LLC in Mount Kisco, NY and has over 22 years of experience in the finance industry.
Michael Selvitella (CRD# 4498570) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mount Kisco, NY and has over 18 years of experience in the finance industry.
Joseph Viggiani (CRD# 5278861) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Mount Kisco, NY and has over 10 years of experience in the finance industry.
Edward Zapson (CRD# 4586359) is an Investment Advisor Representative working at Edward Jones in Mount Kisco, NY and has over 21 years of experience in the finance industry.
Irene Aponte (CRD# 6916165) is an Investment Advisor Representative working at Edward Jones in Mount Kisco, NY and has over 5 years of experience in the finance industry.
Steven Bromberg (CRD# 4577338) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Kisco, NY and has over 21 years of experience in the finance industry.
Victor Cannistra (CRD# 4636772) is an Investment Advisor Representative working at Cannistra Financial Advisors Inc. in Mount Kisco, NY and has over 22 years of experience in the finance industry.
Yenny Cesse Perdomo (CRD# 7608108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Kisco, NY and has 1 year of experience in the finance industry.