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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
Laura Rudolph (CRD# 1877204) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Selden, NY and has over 35 years of experience in the finance industry.
George Visintin (CRD# 4622974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Selden, NY and has over 16 years of experience in the finance industry.
Ulander Ramesar (CRD# 5261636) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Selden, NY and has 1 year of experience in the finance industry.
Muhammad Shahzad (CRD# 7710614) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Selden, NY and has 1 year of experience in the finance industry.
Kevin Yanza (CRD# 7623990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Selden, 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 PLANNER® 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...
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Steven Abbass (CRD# 4658014) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Melville, NY and has over 20 years of experience in the finance industry.
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.