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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
Jane Halsey (CRD# 1992282) is an Investment Advisor Representative working at Roundtable Forum, LLC in East Hampton, NY and has over 33 years of experience in the finance industry.
Corinne Heaney (CRD# 4066326) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton Beach, NY and has over 23 years of experience in the finance industry.
Stephen Hiller (CRD# 5993889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 12 years of experience in the finance industry.
Michael Illari (CRD# 4919091) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southampton, NY and has over 19 years of experience in the finance industry. Michael Illari 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.
Steven Kaczmarek (CRD# 2366781) is an Investment Advisor Representative working at East End Wealth Management in Hampton Bays, NY and has over 29 years of experience in the finance industry.
Fred Kalkstein (CRD# 263438) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in East Hampton, NY and has over 39 years of experience in the finance industry.
Nancy Kayekirsch (CRD# 1725604) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton, NY and has over 36 years of experience in the finance industry. Nancy Kayekirsch 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.
Yong Kim (CRD# 5654945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hampton Bays, NY and has over 14 years of experience in the finance industry. Yong Kim 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.
Jack Kosinski (CRD# 5246787) is an Investment Advisor Representative working at East End Financial Group, Inc. in Riverhead, NY and has over 17 years of experience in the finance industry. Jack Kosinski 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.
Joseph Kosinski (CRD# 4633352) is an Investment Advisor Representative working at East End Financial Group, Inc. in Riverhead, NY and has over 20 years of experience in the finance industry. Joseph Kosinski 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.