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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
Brian Amato (CRD# 4416353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 22 years of experience in the finance industry.
Howard Asch (CRD# 2147380) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 32 years of experience in the finance industry.
Gerard Bandini (CRD# 2054168) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 33 years of experience in the finance industry.
Warren Bausert (CRD# 1487285) is an Investment Advisor Representative working at Lpl Financial LLC in Jericho, NY and has over 37 years of experience in the finance industry.
Ana Beltran (CRD# 3025205) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 11 years of experience in the finance industry.
Scott Blair (CRD# 3023016) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 23 years of experience in the finance industry.
Tara Busby (CRD# 2545225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 26 years of experience in the finance industry.
John Campbell (CRD# 1328339) 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.
John Carbonara (CRD# 2082673) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jericho, NY and has over 33 years of experience in the finance industry. John Carbonara 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.
Darlene Carey (CRD# 5616436) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Jericho, NY and has over 7 years of experience in the finance industry.