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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
Michael Marziotto (CRD# 1847685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 33 years of experience in the finance industry.
Stephanie Montoya (CRD# 6930365) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 5 years of experience in the finance industry.
Lea Muller (CRD# 6266052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 7 years of experience in the finance industry.
Anubhav Mullick (CRD# 6084500) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Smithtown, NY and has over 10 years of experience in the finance industry.
Robert Notarfrancesco (CRD# 2389476) is an Investment Advisor Representative working at Lpl Financial LLC in Smithtown, NY and has over 30 years of experience in the finance industry.
Timothy Ohara (CRD# 5642986) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Smithtown, NY and has over 14 years of experience in the finance industry.
John Palmer (CRD# 1250579) is an Investment Advisor Representative working at Wells Fargo Advisors in Smithtown, NY and has over 40 years of experience in the finance industry. John Palmer 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.
Christa Pinero (CRD# 2780452) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 23 years of experience in the finance industry.
Kim Pino (CRD# 2679899) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 27 years of experience in the finance industry.
Seth Rothman (CRD# 5624246) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 15 years of experience in the finance industry.