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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
Marianna Beddard (CRD# 6329249) is an Investment Advisor Representative working at The Playbook Advizor in Port Washington, NY and has over 9 years of experience in the finance industry.
Thomas Coelho (CRD# 2789216) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Port Washington, NY and has over 27 years of experience in the finance industry.
Edward Condon (CRD# 2349839) is an Investment Advisor Representative working at Halo Investment Services, LLC in Port Washington, NY and has over 18 years of experience in the finance industry.
Christopher Figuccio (CRD# 5203861) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Washington, NY and has over 17 years of experience in the finance industry.
Michael Gearty (CRD# 2020778) is an Investment Advisor Representative working at Guggenheim Investments in Port Washington, NY and has over 27 years of experience in the finance industry.
Mark Goldman (CRD# 1649830) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Port Washington, NY and has over 36 years of experience in the finance industry. Mark Goldman 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.
Michael Gregorio (CRD# 4276859) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Washington, NY and has over 23 years of experience in the finance industry.
Stephen Jagard (CRD# 6732524) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Port Washington, NY and has over 7 years of experience in the finance industry.
Nilima Madan (CRD# 4098650) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, NY and has over 23 years of experience in the finance industry.
Gabriel Markiz (CRD# 4673290) is an Investment Advisor Representative working at Markiz Wealth Management in Port Washington, NY and has 1 year of experience in the finance industry. Gabriel Markiz 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.