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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
John Parrott (CRD# 1481708) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, NY and has over 37 years of experience in the finance industry.
Mark Parrott (CRD# 1966263) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, NY and has over 34 years of experience in the finance industry.
Raymond Passaro (CRD# 1781358) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 36 years of experience in the finance industry.
Barry Phillips (CRD# 2050472) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 32 years of experience in the finance industry.
Edward Secker (CRD# 2443102) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 24 years of experience in the finance industry.
Joshua Soto (CRD# 7397426) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, NY and has 1 year of experience in the finance industry.
Eric Taitz (CRD# 1157988) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 40 years of experience in the finance industry.
Analucia Villalva (CRD# 7454653) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Medford, NY and has over 2 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...