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Distance Only Yonkers, 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
Paul Levis (CRD# 1246054) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Yonkers, NY and has over 40 years of experience in the finance industry.
Christopher Marrone (CRD# 6813964) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Yonkers, NY and has over 5 years of experience in the finance industry. Christopher Marrone 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.
Andrew Massello (CRD# 2034718) is an Investment Advisor Representative working at Prudential Financial Planning Services in Yonkers, NY and has over 34 years of experience in the finance industry.
Zubair Mohammed (CRD# 7247769) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Yonkers, NY and has over 3 years of experience in the finance industry.
Christopher Olivier (CRD# 7194058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yonkers, NY and has over 4 years of experience in the finance industry.
Brian Pecker (CRD# 3108457) is an Investment Advisor Representative working at Avantax Advisory Services in Yonkers, NY and has over 25 years of experience in the finance industry.
Marc Schauber (CRD# 2224798) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yonkers, NY and has over 31 years of experience in the finance industry.
Eric Siegeltuch (CRD# 2266500) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yonkers, NY and has over 31 years of experience in the finance industry.
Taisha Yunez (CRD# 6631174) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yonkers, NY and has over 8 years of experience in the finance industry.