DIRECTORY RECORD
Nicholas Henry Banks
Private Client Wealth Advisor
New York, New York
Wealth management
THE PERIMETER / PEOPLE & FIRMS
Find a person. Build a plan.
Search professionals by name, location, firm, or planning focus. Read their sources and ask better questions before choosing.
Directory listings are not endorsements or confirmation of current registration. Workbook records may be historical; independently confirm affiliation, contact details, services, and availability. Read our directory methodology ↗
Citizens Securities, Inc.
DIRECTORY RECORD
Nicholas Salvatore Caracci
Financial Advisor
Rochester, New York
Wealth management
DIRECTORY RECORD
Orin Garfield James
Branch Manager
Brooklyn, New York
Financial services
DIRECTORY RECORD
Parker Cuevas-Woodall
Financial Advisor
Morganville, New Jersey
Wealth management
DIRECTORY RECORD
Patricia Ann Roberts
Branch Manager
Yonkers, New York
Financial services
DIRECTORY RECORD
Patrick Edward O'Connor
Assistant Vice President, Financial Advisor
Cromwell, Connecticut
Wealth management
DIRECTORY RECORD
Patrick Hugh Burgdorf
Financial Advisor
Spring Lake, New Jersey
Wealth management
DIRECTORY RECORD
Paul Todd Barnaby
Financial professional
Stamford, Connecticut
Financial services
DIRECTORY RECORD
Peter Andrew Nikitaidis
Wealth Client Consultant
Johnston, Rhode Island
Wealth management
DIRECTORY RECORD
Peter L Foglio
Senior Vice President
Fort Lee, New Jersey
Financial services
DIRECTORY RECORD
Phillip Mark Grandison
Private Client Financial Advisor
Brooklyn, New York
Wealth management
DIRECTORY RECORD
Qazi A. Halim
Private Client Financial Advisor
Long Island City, New York
Wealth management
THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.