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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
Neil Hassett (CRD# 2212725) is an Investment Advisor Representative working at Lpl Financial LLC in Commack, NY and has over 30 years of experience in the finance industry.
Roberta Kahn (CRD# 6736236) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Commack, NY and has over 6 years of experience in the finance industry.
Scott Mullady (CRD# 2190133) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Commack, NY and has over 32 years of experience in the finance industry.
Ross Scheintaub (CRD# 1397349) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Commack, NY and has over 23 years of experience in the finance industry.
Sean Tully (CRD# 7655948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Commack, NY and has 1 year of experience in the finance industry.
Christopher Wargas (CRD# 7532265) is an Investment Advisor Representative working at First Shelbourne in Commack, NY and has over 2 years of experience in the finance industry.
Howard Wiseman (CRD# 4301046) is an Investment Advisor Representative working at Financial Resources Management, Inc. in Commack, NY and has over 23 years of experience in the finance industry. Howard Wiseman 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.
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.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.
As a Financial Advisor & CERTIFIED FINANCIAL PLANNER® Practioner, Adam works primarily with, professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop personalized strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to Novem Group, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community...