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Brady Sutfin
Accomplished Financial Advisor with expertise in financial planning, investment management, and risk management for over 300 households and nearly $1 ... View More
Top Skills
Certifications
- Certified Financial Planner (CFP), earned 2024-12
- Chartered Advisor in Philanthropy (CAP), earned 2024-12
- Certified Public Accountant (CPA), earned 2021-07
Michael Riggs
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adap... View More
Top Skills
Certifications
- Licensed Series 6, 63, & 65
- Insurance licensed Life, Disability, and Long Term Care
Tyler Hallagin
Dynamic Financial Advisor with a proven track record at Ameriprise Financial, specializing in tailored investment strategies and wealth management. Ex... View More
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Louis Velazquez
Dynamic professional with a proven track record at JetBlue, excelling in customer service and crew leadership. Expert in complex problem-solving and p... View More
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RODRIGO MENDIVIL
Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfo... View More
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Cherry, CHEUK YIU LAM
Seasoned Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to ... View More
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Tanya S. Castellanos
Accomplished Senior Financial Advisor with 18-year history of success in wealth management, financial planning and real estate. Leverages analytical, ... View More
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Mauro Parra
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More
Top Skills
Certifications
- Insurance Licenses, Life, Health, and Annuities – New York Department of Insurance.
- Security Industry Essentials
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
Nicole Crespo
Industrious Financial Relationship Specialist eager to fulfill challenging role within client-focused team. Strong foundation of building excellent cl... View More
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SaiSumanth Lalkota
Experienced financial services professional with a proven track record of effectively working with clients from diverse backgrounds. Known for friendl... View More
Top Skills
Certifications
- NISM-Series -XV: Research Analyst Certification Examination.
- NISM-Series-I: Currency Derivatives Certification Examination.
- NISM-Series -VIII: Equity Derivatives Certification Examination.