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Distance Only Purchase, 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
Kimberly Sullivan (CRD# 3230746) is an Investment Advisor Representative working at Otr Global LLC in Purchase, NY and has over 21 years of experience in the finance industry.
Steven Taub (CRD# 2283065) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 31 years of experience in the finance industry.
William Tripodo (CRD# 6131740) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 11 years of experience in the finance industry.
Stephen Tu (CRD# 5565787) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 15 years of experience in the finance industry.
Wiwatsorn Viwatthanasorn (CRD# 5342974) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 16 years of experience in the finance industry.
Mark Wells (CRD# 4871123) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 16 years of experience in the finance industry.
Adam Wood (CRD# 4751225) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 20 years of experience in the finance industry.
Jeffrey Wu (CRD# 6588252) is an Investment Advisor Representative working at Hightower Advisors, LLC in Purchase, NY and has over 7 years of experience in the finance industry.
Abdulqadir Akhtar (CRD# 6676030) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 7 years of experience in the finance industry.
Alejandra Alvarez (CRD# 7286519) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 5 years of experience in the finance industry.