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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
Andrew Frank (CRD# 2199115) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 25 years of experience in the finance industry.
Shelter Rock Management is an independent registered investment advisory firm that manages discretionary accounts for high net worth individuals, trusts, estates and small business retirement plans. Strategies are customized to each client's specific risk tolerance and investment needs.
Joshua Frankel (CRD# 2265386) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 31 years of experience in the finance industry. Joshua Frankel 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.
John Gatto (CRD# 1415454) 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.
Kenneth Gatto (CRD# 1823980) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 35 years of experience in the finance industry.
Dianna Gentile (CRD# 4524725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 7 years of experience in the finance industry.
Rosario Giliberto (CRD# 6214295) 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.
Jesse Giordano (CRD# 4763193) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 19 years of experience in the finance industry. Jesse Giordano 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.
Claudia Gluck (CRD# 1197537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 39 years of experience in the finance industry.
Marshall Green (CRD# 5967348) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Jericho, NY and has over 11 years of experience in the finance industry.
Dina Greene (CRD# 5859623) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has over 12 years of experience in the finance industry.