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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 Newkirk (CRD# 5192614) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Meadow, NY and has over 17 years of experience in the finance industry.
Kareem Roberts (CRD# 7293261) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in East Meadow, NY and has over 3 years of experience in the finance industry.
Paul Roman (CRD# 7606072) is an Investment Advisor Representative working at State Farm Investment Management Corp. in East Meadow, NY and has 1 year of experience in the finance industry.
Tara Romeo (CRD# 7202257) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 3 years of experience in the finance industry.
Dixon Sanchez (CRD# 7513481) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has 1 year of experience in the finance industry.
Henry Tom (CRD# 6097075) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 11 years of experience in the finance industry.
Alex Varkatzas (CRD# 7100347) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Meadow, NY and has over 3 years of experience in the finance industry.
Dennis Weil (CRD# 856635) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Meadow, NY and has over 27 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.
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.