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Distance Metro area (25 miles)
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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
Brian Amato (CRD# 4416353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 22 years of experience in the finance industry.
Yuvini Amaya (CRD# 4386072) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bronx, NY and has over 19 years of experience in the finance industry.
Michael Ambrosio (CRD# 1864176) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 20 years of experience in the finance industry.
Jay Ambroson (CRD# 859012) is an Investment Advisor Representative working at Invictus Timing Service Ltd in Westbury, NY and has over 38 years of experience in the finance industry. Jay Ambroson 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.
Deborah Amilowski (CRD# 2073145) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 32 years of experience in the finance industry.
Francesco Amodio (CRD# 3057161) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greenvale, NY and has over 25 years of experience in the finance industry.
Mark Amon (CRD# 2593260) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 29 years of experience in the finance industry.
Inderpal Anand (CRD# 2875643) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Garden City, NY and has over 26 years of experience in the finance industry.
Jaime Anaya (CRD# 4626328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pelham, NY and has over 11 years of experience in the finance industry.
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.