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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
Stephen Durso (CRD# 2439583) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Beach, NY and has over 30 years of experience in the finance industry. Stephen Durso 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.
Jacob Fruchter (CRD# 1091222) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Beach, NY and has over 37 years of experience in the finance industry.
Andrew Goetz (CRD# 7639624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Long Beach, NY and has 1 year of experience in the finance industry.
Martin Murphy (CRD# 2783150) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Long Beach, NY and has over 27 years of experience in the finance industry.
Craig Nolan (CRD# 4831973) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Long Beach, NY and has over 15 years of experience in the finance industry.
William Phillips (CRD# 5785563) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Long Beach, NY and has over 13 years of experience in the finance industry.
Joshua Probeyahn (CRD# 4495749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Beach, NY and has over 20 years of experience in the finance industry.
Kaylee Reddo (CRD# 7152795) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, NY and has over 2 years of experience in the finance industry.
Ethan Weisenberg (CRD# 2331333) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Long Beach, NY and has over 29 years of experience in the finance industry.
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...