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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
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.
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.
Michael Boccio (CRD# 5378778) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.
Joseph Bocklet (CRD# 2353646) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.
Timothy Bodner (CRD# 1523944) 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.
Myles Boege (CRD# 5108846) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Smithtown, NY and has over 15 years of experience in the finance industry. Myles Boege 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.