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Distance Only East Meadow, 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
Oreste Abbamonte (CRD# 4896689) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 19 years of experience in the finance industry.
Albert Akerman (CRD# 1699114) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 14 years of experience in the finance industry.
Bonnie Baval-Kresin (CRD# 1078282) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 24 years of experience in the finance industry. Bonnie Baval-Kresin 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.
Carol Beckett (CRD# 5336356) is an Investment Advisor Representative working at Edelman Financial Engines in East Meadow, NY and has over 16 years of experience in the finance industry.
Jeremiah Buden (CRD# 6325721) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in East Meadow, NY and has over 9 years of experience in the finance industry. Jeremiah Buden 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.
Nancy Contino (CRD# 2087754) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 33 years of experience in the finance industry.
Thomas Lynch (CRD# 1704946) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in East Meadow, NY and has over 19 years of experience in the finance industry.
Alfred Osbourne (CRD# 1628048) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Meadow, NY and has over 37 years of experience in the finance industry. Alfred Osbourne 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.
Randall Perkins (CRD# 1488302) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Meadow, NY and has over 36 years of experience in the finance industry.
William Romeo (CRD# 1041846) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 39 years of experience in the finance industry. William Romeo 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.