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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
Dennis Monohan (CRD# 4308558) is an Investment Advisor Representative working at Halo Investment Services, LLC in Manhasset, NY and has over 13 years of experience in the finance industry.
Corey Peterson (CRD# 4502134) is an Investment Advisor Representative working at Great Hill Advisory in Port Washington, NY and has over 21 years of experience in the finance industry. Corey Peterson 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.
Robert Schmelzer (CRD# 1876929) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Austin, TX and has over 24 years of experience in the finance industry.
James Steck (CRD# 2882330) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Washington, NY and has over 25 years of experience in the finance industry.
Robert Trimble (CRD# 5377271) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Port Washington, NY and has over 16 years of experience in the finance industry.
Keith Wong (CRD# 5985348) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Port Washington, NY and has over 10 years of experience in the finance industry.
Teresa Young (CRD# 2429903) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, NY and has over 28 years of experience in the finance industry.
Vasilios Zarboutis (CRD# 5950733) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Washington, NY and has over 11 years of experience in the finance industry.
Shamiza Bansie (CRD# 5088560) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Washington, NY and has over 17 years of experience in the finance industry.
Colin Biebel (CRD# 7441490) is an Investment Advisor Representative working at Halo Investment Services, LLC in Manhasset, NY and has 1 year of experience in the finance industry.