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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
Thomas Boatswain (CRD# 1781990) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Freeport, NY and has over 36 years of experience in the finance industry.
Mary Tonie Rose Canieso (CRD# 5343582) is an Investment Advisor Representative working at Primerica Advisors in Freeport, NY and has over 8 years of experience in the finance industry.
Rafael Ceara Almodovar (CRD# 3054356) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Freeport, NY and has over 4 years of experience in the finance industry.
Peter Dickenson (CRD# 6591825) is an Investment Advisor Representative working at Primerica Advisors in Freeport, NY and has over 4 years of experience in the finance industry.
Kenrick Dookram (CRD# 4143587) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Freeport, NY and has over 19 years of experience in the finance industry.
Rocco Martinelli (CRD# 6578132) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Freeport, NY and has over 6 years of experience in the finance industry.
Vereline McClaney (CRD# 2899459) is an Investment Advisor Representative working at Lincoln Investment in Freeport, NY and has over 25 years of experience in the finance industry.
Maria Merino (CRD# 4186426) is an Investment Advisor Representative working at Primerica Advisors in Freeport, NY and has over 9 years of experience in the finance industry.
John Riso (CRD# 1314711) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Freeport, NY and has over 39 years of experience in the finance industry.
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...