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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
Paivi Cartwright (CRD# 5433641) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Grove, NY and has over 16 years of experience in the finance industry.
Daniel Cook (CRD# 6200838) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Lake Grove, NY and has over 10 years of experience in the finance industry.
Danielle Demarco (CRD# 4549245) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Grove, NY and has over 21 years of experience in the finance industry.
Brandon Deramo (CRD# 6820242) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Grove, NY and has over 6 years of experience in the finance industry.
Edward Goldner (CRD# 2728081) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Grove, NY and has over 27 years of experience in the finance industry.
David Hanford (CRD# 4348018) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Grove, NY and has over 20 years of experience in the finance industry.
Brett Heyder (CRD# 5575407) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Grove, NY and has over 12 years of experience in the finance industry.
Brandon Kustek (CRD# 6957728) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lake Grove, NY and has over 5 years of experience in the finance industry. Brandon Kustek 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.
Stephanie Montoya (CRD# 6930365) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Grove, NY and has over 5 years of experience in the finance industry.
Gregory Napolitano (CRD# 5765760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Grove, NY and has over 14 years of experience in the finance industry.