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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
Edward Wells (CRD# 2821706) is an Investment Advisor Representative working at Nbc Securities, Inc. in Massapequa, NY and has over 27 years of experience in the finance industry.
Richard Blatt (CRD# 7271555) is an Investment Advisor Representative working at Primerica Advisors in Massapequa, NY and has over 3 years of experience in the finance industry.
Jennifer Caccavale (CRD# 2764396) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Massapequa, NY and has over 12 years of experience in the finance industry.
Douglas Castro (CRD# 2263200) is an Investment Advisor Representative working at Adc Wealth Management, LLC in Massapequa, NY and has over 31 years of experience in the finance industry.
Lauren D'ascoli (CRD# 7182222) is an Investment Advisor Representative working at New York Life Investment Management LLC in Massapequa, NY and has over 3 years of experience in the finance industry.
Christopher Fontana (CRD# 5135301) is an Investment Advisor Representative working at Avantax Advisory Services in Massapequa, NY and has over 17 years of experience in the finance industry.
Robert Giaccone (CRD# 3004254) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Massapequa, NY and has over 26 years of experience in the finance industry. Robert Giaccone 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.
Jonathan Lamanna (CRD# 6159514) is an Investment Advisor Representative working at Primerica Advisors in Massapequa, NY and has over 11 years of experience in the finance industry.
Thomas Matera (CRD# 2573697) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Massapequa, NY and has over 29 years of experience in the finance industry.
Thomas Moehringer (CRD# 2741217) is an Investment Advisor Representative working at Lpl Financial LLC in Massapequa, NY and has over 27 years of experience in the finance industry.