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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
Alan Au (CRD# 6337320) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayside, NY and has over 9 years of experience in the finance industry.
Albert Bergmann (CRD# 2800662) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bayside, NY and has over 27 years of experience in the finance industry.
Neil Carousso (CRD# 2523062) is an Investment Advisor Representative working at Ngc Financial, LLC in Bayside, NY and has over 29 years of experience in the finance industry. Neil Carousso 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.
Keunmi Choi (CRD# 7048726) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bayside, NY and has over 5 years of experience in the finance industry.
Timothy Harding (CRD# 2766277) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Bayside, NY and has over 27 years of experience in the finance industry.
David Lilienthal (CRD# 5619493) is an Investment Advisor Representative working at Edward Jones in Bayside, NY and has over 9 years of experience in the finance industry.
You may contact him at 718-357-3701 or email him at [email protected]
Diane Lizzio (CRD# 4449614) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayside, NY and has over 22 years of experience in the finance industry.
Robert Miraglia (CRD# 2849569) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Bayside, NY and has over 26 years of experience in the finance industry.
Samuel Rhu (CRD# 6045607) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayside, NY and has over 12 years of experience in the finance industry. Samuel Rhu 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.
Gaetano Sabatino (CRD# 4853757) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayside, NY and has over 18 years of experience in the finance industry.