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Distance Only Uniondale, 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
Anthony Adamo (CRD# 2569073) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Uniondale, NY and has over 27 years of experience in the finance industry.
Joseph Alagna (CRD# 1840339) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Uniondale, NY and has over 35 years of experience in the finance industry.
James Albanese (CRD# 1699997) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Uniondale, NY and has over 34 years of experience in the finance industry.
Caroline Angell (CRD# 6817949) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 6 years of experience in the finance industry. Caroline Angell 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.
Frank Barone (CRD# 5228990) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Uniondale, NY and has over 17 years of experience in the finance industry.
Patrick Beckford (CRD# 3126327) is an Investment Advisor Representative working at Advice And Planning Services in Uniondale, NY and has over 25 years of experience in the finance industry.
Emil Ben-David (CRD# 5723861) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 14 years of experience in the finance industry. Emil Ben-David 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.
Caitlin Chen (CRD# 2820181) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 27 years of experience in the finance industry. Caitlin Chen 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.
Edward Cleary (CRD# 2573552) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Uniondale, NY and has over 29 years of experience in the finance industry.
Donna Clemente (CRD# 2797515) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Uniondale, NY and has over 27 years of experience in the finance industry.