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Distance Only Roslyn, 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
Michael Roehrig (CRD# 6921101) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 6 years of experience in the finance industry.
John Ryan (CRD# 7848315) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has 1 year of experience in the finance industry.
Michael Schneider (CRD# 5835254) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 13 years of experience in the finance industry.
Mark Tannenbaum (CRD# 5374147) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has over 16 years of experience in the finance industry.
Patricia Thomas (CRD# 3168720) is an Investment Advisor Representative working at Lpl Financial LLC in Roslyn, NY and has over 25 years of experience in the finance industry. Patricia Thomas 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.
Christopher Volberg (CRD# 6853935) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has over 5 years of experience in the finance industry.
Joseph White (CRD# 7080625) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 4 years of experience in the finance industry.
Mark Zias (CRD# 6379406) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has over 8 years of experience in the finance industry.