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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 Campo (CRD# 2760637) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oceanside, NY and has over 22 years of experience in the finance industry.
Joseph Depalma (CRD# 4308749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oceanside, NY and has over 14 years of experience in the finance industry.
Peter Dubin (CRD# 2280273) is an Investment Advisor Representative working at Lpl Financial LLC in Oceanside, NY and has over 31 years of experience in the finance industry.
Martin Smulison (CRD# 1235256) is an Investment Advisor Representative working at Lincoln Investment in Oceanside, NY and has over 39 years of experience in the finance industry. Martin Smulison 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.
James Meehan (CRD# 6107864) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oceanside, NY and has over 11 years of experience in the finance industry.
Kaylee Reddo (CRD# 7152795) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oceanside, NY and has over 2 years of experience in the finance industry.
Gary Smith (CRD# 1852366) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oceanside, NY and has over 29 years of experience in the finance industry.
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...
Cole Aaronson (CRD# 6381165) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 9 years of experience in the finance industry. Cole Aaronson 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.
Mark Abadir (CRD# 2130640) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Red Bank, NJ and has over 32 years of experience in the finance industry.