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Distance Only East Hampton, 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
David Astorr (CRD# 2238818) is an Investment Advisor Representative working at Wilmington Capital Securities, LLC in East Hampton, NY and has over 14 years of experience in the finance industry.
Jane Halsey (CRD# 1992282) is an Investment Advisor Representative working at Roundtable Forum, LLC in East Hampton, NY and has over 33 years of experience in the finance industry.
Fred Kalkstein (CRD# 263438) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in East Hampton, NY and has over 39 years of experience in the finance industry.
Marc Lowlicht (CRD# 1848642) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in East Hampton, NY and has over 34 years of experience in the finance industry. Marc Lowlicht 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.
Nan Bailey (CRD# 1563271) is an Investment Advisor Representative working at Commonwealth Financial Network in East Hampton, NY and has over 37 years of experience in the finance industry. Nan Bailey 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.
Jeffrey Bonilla (CRD# 2926654) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Hampton, NY and has over 25 years of experience in the finance industry.
Peter Cooper (CRD# 2179070) is an Investment Advisor Representative working at Tlg Advisors, Inc. in East Hampton, NY and has over 32 years of experience in the finance industry.
Valentina Herreracastano (CRD# 7639869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Hampton, NY and has 1 year of experience in the finance industry.
Zachary Levine (CRD# 5585848) is an Investment Advisor Representative working at Lpl Financial LLC in East Hampton, NY and has 1 year of experience in the finance industry.