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Distance Only Bayside, 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
Christina Wu (CRD# 5813570) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayside, NY and has over 13 years of experience in the finance industry.
David Bilyk (CRD# 6695017) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayside, NY and has over 7 years of experience in the finance industry.
Vincent Fiore (CRD# 2748687) is an Investment Advisor Representative working at Principal Advised Services in Bayside, NY and has over 27 years of experience in the finance industry.
Mark Johnson (CRD# 7185968) is an Investment Advisor Representative working at Mej Wealth Advisors LLC in Bayside, NY and has 1 year of experience in the finance industry. Mark Johnson 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.
Hao Yi Lu (CRD# 7092912) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayside, NY and has over 3 years of experience in the finance industry.
Pavitra Maharaj (CRD# 4886847) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Bayside, NY and has over 19 years of experience in the finance industry.
Isaac McCabe (CRD# 7584293) is an Investment Advisor Representative working at Edward Jones in Bayside, NY and has 1 year of experience in the finance industry.
Szehaw Phang (CRD# 6432264) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bayside, NY and has over 7 years of experience in the finance industry.
James Sicilian (CRD# 2520717) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bayside, NY and has over 29 years of experience in the finance industry.
Joan Siegel (CRD# 1327267) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bayside, NY and has over 39 years of experience in the finance industry. Joan Siegel 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.