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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
Kevin Oneill (CRD# 1342631) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 8 years of experience in the finance industry.
Louis Orgera (CRD# 2308679) is an Investment Advisor Representative working at Level Four Advisory Services in Great Neck, NY and has over 29 years of experience in the finance industry. Louis Orgera 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.
Rosilyn Overton (CRD# 817462) is an Investment Advisor Representative working at Level Four Advisory Services in Great Neck, NY and has over 43 years of experience in the finance industry. Rosilyn Overton 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.
Philip Palumbo (CRD# 4158450) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 23 years of experience in the finance industry. Philip Palumbo 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.
Sean Pearlman (CRD# 5331765) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Great Neck, NY and has over 16 years of experience in the finance industry.
Jeannemarie Peters (CRD# 2666546) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 28 years of experience in the finance industry.
Jian Qi (CRD# 6653111) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Great Neck, NY and has over 7 years of experience in the finance industry.
Suzanne Raghoonanan (CRD# 2712715) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 23 years of experience in the finance industry.
Gary Ringel (CRD# 2270430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 31 years of experience in the finance industry.
Judith Ringel (CRD# 6655551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 6 years of experience in the finance industry.