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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
Wayne Lee (CRD# 4830214) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 19 years of experience in the finance industry. Wayne Lee 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.
Michael Legieza (CRD# 2582337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden City, NY and has over 28 years of experience in the finance industry.
David Levine (CRD# 3210621) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Garden City, NY and has over 24 years of experience in the finance industry.
John Levitt (CRD# 4357323) is an Investment Advisor Representative working at Ameriprise, LLC in Uniondale, NY and has over 17 years of experience in the finance industry.
Brian Lockwood (CRD# 2402096) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has over 30 years of experience in the finance industry.
Vincent Lopes (CRD# 4513679) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Garden City, NY and has over 22 years of experience in the finance industry. Vincent Lopes 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.
Francisco Lorenzo (CRD# 4905147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden City, NY and has over 18 years of experience in the finance industry.
Michael Lucchesi (CRD# 5264497) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Garden City, NY and has over 17 years of experience in the finance industry.
Joseph Lucien (CRD# 6251254) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Garden City, NY and has over 9 years of experience in the finance industry.
William Luttrell (CRD# 5642775) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 9 years of experience in the finance industry.