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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
Eftihia Knuth (CRD# 6180781) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ronkonkoma, NY and has over 10 years of experience in the finance industry.
Jacqueline Mallinson (CRD# 6505117) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 6 years of experience in the finance industry.
Charles Marchese (CRD# 3270400) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ronkonkoma, NY and has over 24 years of experience in the finance industry.
Matthew Murphy (CRD# 2309026) is an Investment Advisor Representative working at Lpl Financial LLC in Ronkonkoma, NY and has over 30 years of experience in the finance industry.
Vincent Pappalardo (CRD# 7827330) is an Investment Advisor Representative working at Stevens Capital Partners in Ronkonkoma, NY and has 1 year of experience in the finance industry.
Rosanna Prestia (CRD# 7692693) is an Investment Advisor Representative working at Hydra Wealth Advisors LLC in Ronkonkoma, NY and has 1 year of experience in the finance industry.
Carlo Scanni (CRD# 2034810) is an Investment Advisor Representative working at Tsg Alpha Partners, LLC in Ronkonkoma, NY and has 1 year of experience in the finance industry.
Andrew Spaventa (CRD# 6175466) is an Investment Advisor Representative working at Tsg Alpha Partners, LLC in Ronkonkoma, NY and has over 10 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...