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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
Michael Joseph (CRD# 5277750) is an Investment Advisor Representative working at Common Sense Wealth Management in Mineola, NY and has over 9 years of experience in the finance industry.
Rhona Liptzin (CRD# 1425697) is an Investment Advisor Representative working at Wank & Liptzin Advisory Services LLC in Mineola, NY and has over 37 years of experience in the finance industry. Rhona Liptzin 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.
Demetrios Paraskevopoulos (CRD# 2702071) is an Investment Advisor Representative working at Lpl Financial LLC in Mineola, NY and has over 28 years of experience in the finance industry. Demetrios Paraskevopoulos 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.
John Sikula (CRD# 7075459) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mineola, NY and has over 4 years of experience in the finance industry.
Louis Sparacino (CRD# 2360584) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mineola, NY and has over 30 years of experience in the finance industry.
Anson Sung (CRD# 2918640) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mineola, NY and has over 26 years of experience in the finance industry.
Christian Tateo (CRD# 4462772) is an Investment Advisor Representative working at Lpl Financial LLC in Mineola, NY and has over 3 years of experience in the finance industry.
Jerald Wank (CRD# 4650109) is an Investment Advisor Representative working at Wank & Liptzin Advisory Services LLC in Mineola, NY and has 1 year of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.
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...