-
Distance Only Long Beach, NY
-
COMPENSATION Either
-
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
Michael Agate (CRD# 5066755) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, NY and has over 18 years of experience in the finance industry.
Allan Barasch (CRD# 6151650) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Long Beach, NY and has over 10 years of experience in the finance industry.
Kelly Derer (CRD# 6435448) is an Investment Advisor Representative working at Edward Jones in Long Beach, NY and has over 8 years of experience in the finance industry.
Joseph Difusco (CRD# 3087335) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, NY and has over 25 years of experience in the finance industry.
Brian Feinberg (CRD# 1220995) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Long Beach, NY and has over 40 years of experience in the finance industry.
Andrew Hollingsworth (CRD# 4453218) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, NY and has over 18 years of experience in the finance industry. Andrew Hollingsworth 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.
Terrence Lambert (CRD# 600805) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Long Beach, NY and has over 28 years of experience in the finance industry.
James Ng (CRD# 2187397) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Long Beach, NY and has over 32 years of experience in the finance industry.
Andrew Sirvis (CRD# 4970459) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Beach, NY and has over 18 years of experience in the finance industry. Andrew Sirvis 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.
Brian Thornton (CRD# 2570743) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Beach, NY and has over 27 years of experience in the finance industry.