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Distance Only Manhasset, 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
Debora Bucaria (CRD# 2380932) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Manhasset, NY and has over 30 years of experience in the finance industry.
Carl Carilli (CRD# 5057864) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Manhasset, NY and has over 18 years of experience in the finance industry.
Christopher Danzer (CRD# 5779606) is an Investment Advisor Representative working at Lpl Financial LLC in Manhasset, NY and has over 14 years of experience in the finance industry.
Michael Dispirito (CRD# 2916894) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has over 26 years of experience in the finance industry.
Todd Greenberg (CRD# 2711418) is an Investment Advisor Representative working at Lowell Road Asset Management, Inc. in Manhasset, NY and has over 28 years of experience in the finance industry. Todd Greenberg 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.
Chloe Gullman (CRD# 6177578) is an Investment Advisor Representative working at Halo Investment Services, LLC in Manhasset, NY and has over 9 years of experience in the finance industry.
Michael Higgins (CRD# 2810196) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has over 27 years of experience in the finance industry. Michael Higgins 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 Horowitz (CRD# 2268648) is an Investment Advisor Representative working at Lpl Financial LLC in Manhasset, NY and has over 31 years of experience in the finance industry.
Andrew Keating (CRD# 2281376) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has over 30 years of experience in the finance industry.
Alex Kim (CRD# 4723174) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has over 18 years of experience in the finance industry.