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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
Nicolas Ancona (CRD# 7346130) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mastic, NY and has 1 year of experience in the finance industry.
Tina Morgan (CRD# 7505093) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mastic, NY and has 1 year of experience in the finance industry.
Raymond Passaro (CRD# 1781358) is an Investment Advisor Representative working at Snyder Wealth Group in Mastic, NY and has over 36 years of experience in the finance industry.
Steven Pescetti (CRD# 4241710) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mastic, NY and has over 21 years of experience in the finance industry.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.
As a Financial Advisor & CERTIFIED FINANCIAL PLANNERĀ® Practioner, Adam works primarily with, professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop personalized strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to Novem Group, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community...
Brandon Abbe (CRD# 2637653) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 27 years of experience in the finance industry.
Stephen Abbott (CRD# 1538140) is an Investment Advisor Representative working at Lpl Financial LLC in Farmingville, NY and has over 30 years of experience in the finance industry.
Daniel Abel (CRD# 4652073) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 20 years of experience in the finance industry.
Leland Abrams (CRD# 5005616) is an Investment Advisor Representative working at Wynkoop LLC in Southampton, NY and has over 18 years of experience in the finance industry.