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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
Susan Galati (CRD# 1420379) is an Investment Advisor Representative working at Equitable Advisors, LLC in Baldwin, NY and has over 38 years of experience in the finance industry.
Brandon Hodges (CRD# 6597810) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Baldwin, NY and has over 7 years of experience in the finance industry.
Sarah Hopkins (CRD# 5395677) is an Investment Advisor Representative working at Tublin - Difusco Advisors Inc. in Baldwin, NY and has over 16 years of experience in the finance industry.
Joseph Chiaro (CRD# 5864533) is an Investment Advisor Representative working at Pecora Capital LLC in Baldwin, NY and has over 13 years of experience in the finance industry.
Martin Connor (CRD# 5099721) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Baldwin, NY and has over 18 years of experience in the finance industry.
Vincent Difusco (CRD# 4642592) is an Investment Advisor Representative working at Tublin - Difusco Advisors Inc. in Baldwin, NY and has 1 year of experience in the finance industry.
Linsey Mills (CRD# 7232246) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Baldwin, NY and has over 3 years of experience in the finance industry.
Naudia Reid (CRD# 7053530) is an Investment Advisor Representative working at Avantax Advisory Services in Baldwin, NY and has over 4 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...