-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Theodor Allen (CRD# 6492758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 8 years of experience in the finance industry.
James Bishop (CRD# 1561174) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 36 years of experience in the finance industry.
Lori Bjorndahl (CRD# 4923787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 17 years of experience in the finance industry.
Myles Boege (CRD# 5108846) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Smithtown, NY and has over 15 years of experience in the finance industry. Myles Boege 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.
Richard Bohner (CRD# 2949250) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 26 years of experience in the finance industry.
Joseph Bonura (CRD# 1839598) is an Investment Advisor Representative working at Lpl Financial LLC in Smithtown, NY and has over 35 years of experience in the finance industry.
Robert Bresnahan (CRD# 718128) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 19 years of experience in the finance industry.
Dennis Byrne (CRD# 2503532) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 19 years of experience in the finance industry.
John Callea (CRD# 2855137) 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.
Rinaldo Crassa (CRD# 4485449) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 22 years of experience in the finance industry. Rinaldo Crassa 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.