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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
Thomas Reynolds (CRD# 1944321) is an Investment Advisor Representative working at Reynolds Consulting Services LLC in Jericho, NY and has over 34 years of experience in the finance industry.
Diana Romeo (CRD# 6153004) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Jericho, NY and has over 11 years of experience in the finance industry.
Lee Rosenberg (CRD# 1010402) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 37 years of experience in the finance industry. Lee Rosenberg 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.
Peter Rosenthal (CRD# 1030588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 38 years of experience in the finance industry.
David Rosenzweig (CRD# 4643440) is an Investment Advisor Representative working at Berman, Sosman & Rosenzweig Cpas Pllc in Jericho, NY and has over 19 years of experience in the finance industry.
Linda Sama (CRD# 1028539) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 33 years of experience in the finance industry.
Daniel Scheinthal (CRD# 5393146) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 15 years of experience in the finance industry.
Robert Sewall (CRD# 6266127) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 10 years of experience in the finance industry.
Matthew Silver (CRD# 2929625) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has over 26 years of experience in the finance industry.
Richard Silvia (CRD# 4157668) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jericho, NY and has over 23 years of experience in the finance industry.