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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
Meredith Diamond (CRD# 4599887) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 20 years of experience in the finance industry. Meredith Diamond 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.
Barbara Doty (CRD# 1013886) is an Investment Advisor Representative working at Majority Asset Management, Inc. in Sag Harbor, NY and has over 34 years of experience in the finance industry.
Nicholas Galletta (CRD# 6120601) is an Investment Advisor Representative working at Prudential Financial Planning Services in Riverhead, NY and has over 11 years of experience in the finance industry.
Christian Greco (CRD# 6073856) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 4 years of experience in the finance industry.
Frank Grippo (CRD# 6122908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 11 years of experience in the finance industry.
James Grossi (CRD# 5249290) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Southampton, NY and has over 17 years of experience in the finance industry.
Joseph Hajjar (CRD# 2645502) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sag Harbor, NY and has over 28 years of experience in the finance industry. Joseph Hajjar 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 Hattrick (CRD# 2254663) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 31 years of experience in the finance industry.
Valentina Herreracastano (CRD# 7639869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Hampton, NY and has 1 year of experience in the finance industry.
Lisa Kelly (CRD# 5110571) is an Investment Advisor Representative working at Federmann Financial Advisors Inc. in Rocky Point, NY and has over 18 years of experience in the finance industry. Lisa Kelly 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.