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Certified Financial Planners in New York

Certified Financial Planners in Staten Island, NY

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6 results found

Dan Macri Staten Island, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Metlife securities - Staten Island, NY
Cfp
Full Profile

Amy Colton New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Senior Manager • Operations Manager • Master of Business Administration • Host • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Professional • Advertising Sales Agent • Financial Manager

Experience & Education

Position:
Advanced Markets Case Design Specialist at AXA Equitable
Title:
Senior Manager, Practice Management at AXA Equitable Advanced Markets, MBA
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AXA Equitable Advanced Markets Case Design Specialistsince Aug 2008Four Seasons Financial Group Inc. - Mt. Laurel, NJInternal Life Wholesaler, Marketing SpecialistJan 2008 - Aug 2008
Skills:
Microsoft Office, Management
Brokerage Jobs | CFP
Full Profile

Byron Moore New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Master of Business Administration • Bachelor of Arts • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor/VP - Investments at JP MORGAN CHASE INVESTMENT SERVICES
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JP MORGAN CHASE INVESTMENT SERVICES - Staten Island, NYFinancial Advisor/VP - Investmentssince Aug 2008JP MORGAN – ASSET & WEALTH MGMT - New York, NYPrivate Client Services: Investment Specialist AssociateDec 2006 - Aug 2008
Certifications:
NASD Series 6, 7, 63 & 66
Certified Financial Planner (CFP) Candidate, Summer 2013
Full Profile

Brian Cfp Staten Island, NY

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Financial Manager • Supervisor • Team Member • Managers • Bachelor of Science

Experience & Education

Work

Company:
Morgan stanley wealth management (formerly morgan stanley smith barney)
Vp retirement services
Company:
Morgan stanley smith barney - Township of Warren, NJ
Manager, client reporting desk

Skills

CERTIFIED FINANCIAL PLANNER TM, Series 7, 66, 9, 10, 24, 3, NJ Life/Health
Full Profile

Richard Mace Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Contractor • Construction • Counselor • Coordinator • Security • Advisor • Managers • Government Administration Professional • Technical Support Specialist • Systems Support Specialist • Support Specialists • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Financial Manager • Community Service Manager • Independent Business Owners

Experience & Education

Position:
Program Specialist in Safety & Occupational Health at GSA
Title:
Safety CFP,REM at GSA
Location:
Washington D.C. Metro Area
Industry:
Government Administration
Work history:
GSA Program Specialist in Safety & Occupational Healthsince Mar 2003Organizational Strategies Incorporated (U.S. Customs Service) - Washington, DCNEPA Coordinator, Safety R&DMar 2002 - Mar 2003
Full Profile

Chip Delorenzo Nobleboro, ME

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Presenter • Trainer • Training Manager • Business Administrator • Managers • Director • Financial Manager • Operations Manager • Recruitment • Master of Education • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Special Education Professors • School Administrator • Educational Manager • Educator • Education Professional • Instructor

Experience & Education

Position:
Head of School at Damariscotta Montessori School, Positive Discipline Trainer, Consultant at...
Title:
Head of School, Damariscotta Montessori School
Location:
Nobleboro, Maine
Industry:
Education Management
Work history:
Damariscotta Montessori School Head of Schoolsince Jul 2001Positive Discipline - Nobleboro, MEPositive Discipline Trainer, Consultantsince 1997
Skills:
Fundraising, Curriculum Design, Educational Leadership, Classroom Management, Teaching, Leadership, ...
Full Profile

Certified Financial Planners near Staten Island, NY04258501,2751,7002,125New YorkBrooklynJersey CityNewark


Certified Financial Planners around Staten Island, NY

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Certified Financial Planners in New York