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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.
Nan Bailey (CRD# 1563271) is an Investment Advisor Representative working at Commonwealth Financial Network in East Hampton, NY and has over 37 years of experience in the finance industry. Nan Bailey 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.
Jeffrey Bonilla (CRD# 2926654) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Hampton, NY and has over 25 years of experience in the finance industry.
Paul Brennan (CRD# 2190695) is an Investment Advisor Representative working at Lifeplan Wealth Management Group LLC in Branford, CT and has over 27 years of experience in the finance industry. Paul Brennan 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.
Gilbert Cardillo (CRD# 1110960) is an Investment Advisor Representative working at Peconic Asset Planning in Riverhead, NY and has over 39 years 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.
Cori Cass (CRD# 5636465) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Shelter Island, NY and has over 9 years of experience in the finance industry.
Tyler Conway (CRD# 6253145) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hampton Bays, NY and has over 4 years of experience in the finance industry.
James Cook (CRD# 5721769) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mattituck, NY and has over 3 years of experience in the finance industry.