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Distance Only Jackson Heights, 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
Fredy De Jesus (CRD# 5595824) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jackson Heights, NY and has over 15 years of experience in the finance industry.
Daniel Menton (CRD# 3150043) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in Jackson Heights, NY and has over 25 years of experience in the finance industry. Daniel Menton 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 Perry (CRD# 2120399) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in Jackson Heights, NY and has over 32 years of experience in the finance industry.
Julio Valdez (CRD# 5599390) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jackson Heights, NY and has over 15 years of experience in the finance industry.
Hans-christian Winkler (CRD# 2966966) is an Investment Advisor Representative working at Compound Planning in Jackson Heights, NY and has over 25 years of experience in the finance industry. Hans-christian Winkler 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.
Steve Fortilus (CRD# 6182645) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jackson Heights, NY and has over 10 years of experience in the finance industry.
Milan Karki (CRD# 7320837) is an Investment Advisor Representative working at Titanhub Capital Management LLC in Jackson Heights, NY and has over 3 years of experience in the finance industry.
Kamaldai Rahman (CRD# 5422401) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in Jackson Heights, NY and has over 15 years of experience in the finance industry.
Guillermo Rossi (CRD# 5510039) is an Investment Advisor Representative working at Bolton Global Asset Management in Jackson Heights, NY and has over 14 years of experience in the finance industry.
Chien Hoong Wu (CRD# 5280473) is an Investment Advisor Representative working at Wu Wealth Advisory, LLC in Jackson Heights, NY and has over 17 years of experience in the finance industry.