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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
Peter Cooper (CRD# 2179070) is an Investment Advisor Representative working at Tlg Advisors, Inc. in East Hampton, NY and has over 32 years of experience in the finance industry.
Clifford Cornell Iii (CRD# 7216126) is an Investment Advisor Representative working at Bone Fide Wealth in Southold, NY and has over 2 years of experience in the finance industry.
Lania Cross (CRD# 2964926) is an Investment Advisor Representative working at Lpl Financial LLC in Riverhead, NY and has over 25 years of experience in the finance industry.
Meagan Dejesus (CRD# 5785697) is an Investment Advisor Representative working at On Investment Management Co in Branford, CT and has over 10 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.
Barbara Doty (CRD# 1013886) is an Investment Advisor Representative working at Majority Asset Management, Inc. in Sag Harbor, NY and has over 34 years of experience in the finance industry.
Nicholas Galletta (CRD# 6120601) is an Investment Advisor Representative working at Prudential Financial Planning Services in Riverhead, NY and has over 11 years of experience in the finance industry.
Mickey Goldberg (CRD# 7174464) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Branford, CT and has over 3 years of experience in the finance industry.
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.