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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 Holden (CRD# 1718126) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Uniondale, NY and has over 33 years of experience in the finance industry. Michael Holden 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.
Marc Isaacson (CRD# 1328388) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Uniondale, NY and has over 39 years of experience in the finance industry. Marc Isaacson 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.
Michael Kopecky (CRD# 6261364) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Uniondale, NY and has over 9 years of experience in the finance industry.
Michael Laderer (CRD# 1436877) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Uniondale, NY and has over 38 years of experience in the finance industry.
Judith Leahy (CRD# 1379577) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Uniondale, NY and has over 38 years of experience in the finance industry.
Teddy Lellos (CRD# 1955971) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Uniondale, NY and has over 34 years of experience in the finance industry.
Calvin Lem (CRD# 3265531) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Uniondale, NY and has over 24 years of experience in the finance industry.
Stephen Marek (CRD# 2458841) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Uniondale, NY and has over 29 years of experience in the finance industry.
Bianca Obrien (CRD# 2109380) is an Investment Advisor Representative working at Eagle Strategies LLC in Uniondale, NY and has over 32 years of experience in the finance industry.
John Piro (CRD# 4539787) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Uniondale, NY and has over 21 years of experience in the finance industry.