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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
William Lai (CRD# 2262530) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 31 years of experience in the finance industry.
Brian McCormick (CRD# 6118181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bohemia, NY and has over 10 years of experience in the finance industry. Brian McCormick 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.
Donald McCormick (CRD# 1616868) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bohemia, NY and has over 37 years of experience in the finance industry. Donald McCormick 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.
Domingos Noya (CRD# 1398190) is an Investment Advisor Representative working at Lincoln Investment in Bohemia, NY and has over 31 years of experience in the finance industry.
Matthew Nuccio (CRD# 5975241) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bohemia, NY and has over 11 years of experience in the finance industry. Matthew Nuccio 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.
Christine Parisi (CRD# 4334353) is an Investment Advisor Representative working at R.w. Roge & Company, Inc. in Bohemia, NY and has over 6 years of experience in the finance industry. Christine Parisi 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.
Christopher Picone (CRD# 6241494) is an Investment Advisor Representative working at Avantax Advisory Services in Bohemia, NY and has over 10 years of experience in the finance industry.
Peter Popovich (CRD# 1084974) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 31 years of experience in the finance industry.
Rosanne Roge (CRD# 2314986) is an Investment Advisor Representative working at R.w. Roge & Company, Inc. in Bohemia, NY and has over 31 years of experience in the finance industry. Rosanne 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.
Christopher Sackman (CRD# 2789533) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bohemia, NY and has over 27 years of experience in the finance industry.