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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
Gerard Simonelli (CRD# 1431397) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jericho, NY and has over 38 years of experience in the finance industry. Gerard Simonelli 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.
Robert Spina Jr. (CRD# 5935070) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 8 years of experience in the finance industry.
Todd Stepniewski (CRD# 1359838) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jericho, NY and has over 38 years of experience in the finance industry.
Steven Tacher (CRD# 1293256) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 39 years of experience in the finance industry.
William Tassey (CRD# 2176336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jericho, NY and has over 32 years of experience in the finance industry. William Tassey 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.
Thomas Travers (CRD# 1420408) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 38 years of experience in the finance industry.
Thomas Travers (CRD# 6554383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 8 years of experience in the finance industry.
Robert Tudda (CRD# 2366713) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 27 years of experience in the finance industry.
James Vandewalle (CRD# 845901) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 38 years of experience in the finance industry.
Edward Wardle (CRD# 2251237) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 31 years of experience in the finance industry.