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Distance Only Great Neck, NY
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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
Edna Eidelberg (CRD# 1239560) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 39 years of experience in the finance industry.
Stephen Engel (CRD# 5895087) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 12 years of experience in the finance industry.
Jason has been managing money for high net worth individuals since 2006. He held investment and advisory roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, Jason was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC he specialized in serving large and mid-sized information...
Simone Glenn (CRD# 2589400) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 19 years of experience in the finance industry.
Daniel Gopen (CRD# 5239432) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Great Neck, NY and has over 11 years of experience in the finance industry.
Mark Gopen (CRD# 2989672) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Great Neck, NY and has over 26 years of experience in the finance industry.
Joseph Grieco (CRD# 4328387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 18 years of experience in the finance industry. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch in 2010. He focuses on simplifying the lives of a select group of high net worth individuals and their families as well as implementing customized investment strategies to provide recommendations for all of their financial needs.
Joseph’s approach to wealth management is consultative, objective and committed...
Vincent Grieco (CRD# 6216013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 7 years of experience in the finance industry.
Terence Higgins (CRD# 4823583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 16 years of experience in the finance industry.
Danny Xiao-di Hu (CRD# 4058158) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 24 years of experience in the finance industry.