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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
James Bishop (CRD# 1561174) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 37 years of experience in the finance industry.
Frederick Bitsky (CRD# 2113079) is an Investment Advisor Representative working at Lpl Financial LLC in Westport, CT and has over 33 years of experience in the finance industry. Frederick Bitsky 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.
Colette Bitzas (CRD# 2040840) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry. Colette Bitzas 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.
Lori Bjorndahl (CRD# 4923787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 17 years of experience in the finance industry.
Kimberly Black (CRD# 6452921) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 9 years of experience in the finance industry.
Stephen Black (CRD# 4531738) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 21 years of experience in the finance industry.
George Blais (CRD# 4171643) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 23 years of experience in the finance industry.
George Blais (CRD# 2494315) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 29 years of experience in the finance industry.
Gregory Blank (CRD# 3067882) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 25 years of experience in the finance industry.
Kristin Bloom (CRD# 2997434) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 26 years of experience in the finance industry.