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Distance Only Southampton, NY
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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
Glenn Halsey (CRD# 6194465) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 10 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.
George Kreuscher (CRD# 4532355) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 21 years of experience in the finance industry.
Gregory Mallgraf (CRD# 3136742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 25 years of experience in the finance industry.
Erica Matloff (CRD# 4034837) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 22 years of experience in the finance industry.
Roger Matloff (CRD# 1146712) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 40 years of experience in the finance industry.
Helen Minieri Stacy (CRD# 1504096) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 37 years of experience in the finance industry.
Maria Morhous (CRD# 2090116) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southampton, NY and has over 32 years of experience in the finance industry.
Lisa Saladino (CRD# 2126283) 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.