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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
Denise Dragonetti (CRD# 1952041) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Great Neck, NY and has over 34 years of experience in the finance industry.
Brian Early (CRD# 2335649) is an Investment Advisor Representative working at Level Four Advisory Services in Great Neck, NY and has over 30 years of experience in the finance industry. Brian Early 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.
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.
Ronald Fatoullah (CRD# 6213471) is an Investment Advisor Representative working at Private Advisor Group, LLC in Great Neck, NY and has over 10 years of experience in the finance industry.
Andres Fernandez-Salvador (CRD# 5868791) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Great Neck, NY and has over 13 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.