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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
Agne Rakauskas (CRD# 7157838) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 4 years of experience in the finance industry.
Anthony Rutigliano (CRD# 5364278) is an Investment Advisor Representative working at Prudential Financial Planning Services in Riverhead, NY and has over 16 years of experience in the finance industry.
Jorge Torres (CRD# 7373302) is an Investment Advisor Representative working at Morgan Stanley in Riverhead, NY and has over 2 years of experience in the finance industry.
Jessica Wendelken (CRD# 7326308) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Riverhead, NY and has over 2 years of experience in the finance industry.
Donna Wess (CRD# 1756592) is an Investment Advisor Representative working at Morgan Stanley in Riverhead, NY and has 1 year 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.