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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
Dennis Brennan (CRD# 3148082) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden City Park, NY and has over 25 years of experience in the finance industry.
Andrea Mangano (CRD# 2543101) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Garden City Park, NY and has over 29 years of experience in the finance industry.
Thomas Scala (CRD# 1512576) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Garden City Park, NY and has over 35 years of experience in the finance industry.
Myles Landau (CRD# 7199760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden City Park, NY and has over 4 years of experience in the finance industry.
Melissa Narine (CRD# 6969137) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Garden City Park, NY and has over 5 years of experience in the finance industry.
Teresa Whitney (CRD# 4834913) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden City Park, NY and has over 19 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.
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...
Alexander Bass (CRD# 4846117) is an Investment Advisor Representative working at Hightower Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.
Cole Aaronson (CRD# 6381165) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 9 years of experience in the finance industry. Cole Aaronson 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.