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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
Anthony Addison (CRD# 3038356) 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.
Tristan Amone (CRD# 6960746) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has 1 year of experience in the finance industry.
Roy Cashion (CRD# 4595429) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 21 years of experience in the finance industry.
Meredith Diamond (CRD# 4599887) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 20 years of experience in the finance industry. Meredith Diamond 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.
Christian Greco (CRD# 6073856) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 4 years of experience in the finance industry.
Frank Grippo (CRD# 6122908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 11 years of experience in the finance industry.
James Grossi (CRD# 5249290) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Southampton, NY and has over 17 years of experience in the finance industry.
Sean Hattrick (CRD# 2254663) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 31 years of experience in the finance industry.
Kevin Kitt (CRD# 5552535) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 14 years of experience in the finance industry.
Kevin Luss (CRD# 4461202) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southampton, NY and has over 22 years of experience in the finance industry.