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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
Roger Algozo (CRD# 4197617) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 10 years of experience in the finance industry.
Naveed Ali (CRD# 5332629) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 16 years of experience in the finance industry.
Matthew Alimena (CRD# 1256594) is an Investment Advisor Representative working at Wealthnest Capital Inc. in Staten Island, NY and has over 40 years of experience in the finance industry.
Matthew Allain (CRD# 3267821) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 24 years of experience in the finance industry.
Rodney Allain (CRD# 2934293) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 26 years of experience in the finance industry.
Charles Allan (CRD# 2706516) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in New York, NY and has over 28 years of experience in the finance industry.
Michael Allan (CRD# 1257882) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in New York, NY and has over 39 years of experience in the finance industry. Michael Allan 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.
Nas Allan (CRD# 4562149) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Staten Island, NY and has over 21 years of experience in the finance industry.
David Allegra (CRD# 2492045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Madison, NJ and has over 23 years of experience in the finance industry.
Andrew Allen (CRD# 6707613) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 7 years of experience in the finance industry.