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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
Lorraine Rocamboli (CRD# 1162539) is an Investment Advisor Representative working at Lincoln Investment in Bohemia, NY and has over 28 years of experience in the finance industry.
Ronald Roge (CRD# 2417205) is an Investment Advisor Representative working at R.w. Roge & Company, Inc. in Bohemia, NY and has over 30 years of experience in the finance industry. Ronald Roge 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.
Steven Roge (CRD# 4866201) is an Investment Advisor Representative working at R.w. Roge & Company, Inc. in Bohemia, NY and has over 17 years of experience in the finance industry.
Daniel Staiger (CRD# 5247197) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bohemia, NY and has over 17 years of experience in the finance industry. Daniel Staiger 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.
Dominic Stilletti (CRD# 1864233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bohemia, NY and has over 33 years of experience in the finance industry.
Frank Virno (CRD# 1975500) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 32 years of experience in the finance industry. Frank Virno 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.
Bradley Welter (CRD# 6360489) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bohemia, NY and has over 9 years of experience in the finance industry.
Cara Angelo (CRD# 4556787) is an Investment Advisor Representative working at Avantax Advisory Services in Bohemia, NY and has over 18 years of experience in the finance industry.
Vincent Batteria (CRD# 2987103) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 26 years of experience in the finance industry.
Kevin Beutel (CRD# 6094548) is an Investment Advisor Representative working at Federal Prep Advisors, Inc. in Bohemia, NY and has over 7 years of experience in the finance industry.