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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
Peter Ferrante (CRD# 6962075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 3 years of experience in the finance industry.
John Foote (CRD# 7845522) is an Investment Advisor Representative working at Modoo Strategy LLC in Great Neck, NY and has 1 year of experience in the finance industry.
Arthur Gerry (CRD# 831100) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Great Neck, NY and has over 27 years of experience in the finance industry.
Frank Grieco (CRD# 6962124) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 2 years of experience in the finance industry.
William Jin (CRD# 7788122) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has 1 year of experience in the finance industry.
Kaitlyn Kelly (CRD# 6873148) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Great Neck, NY and has 1 year of experience in the finance industry.
Evan Kessler (CRD# 5032860) is an Investment Advisor Representative working at Esk Capital Management Inc. in Great Neck, NY and has 1 year of experience in the finance industry.
Ryan King (CRD# 6813359) is an Investment Advisor Representative working at Rga Investment Advisors, LLC in Great Neck, NY and has 1 year of experience in the finance industry.
Stacey Kitay (CRD# 7005801) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 4 years of experience in the finance industry.
Andrew Kutz (CRD# 4686896) is an Investment Advisor Representative working at Kutz And Company Inc. in Great Neck, NY and has 1 year of experience in the finance industry. Andrew Kutz 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.