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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
Corinne Heaney (CRD# 4066326) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton Beach, NY and has over 23 years of experience in the finance industry.
Brian Nydegger (CRD# 2974373) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton Beach, NY and has over 25 years of experience in the finance industry.
Amy Wilcox (CRD# 5448349) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westhampton Beach, NY and has over 15 years of experience in the finance industry.
David Willmott (CRD# 6952702) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton Beach, NY and has over 5 years of experience in the finance industry.
Andrew Nelson (CRD# 7699832) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton Beach, NY and has 1 year of experience in the finance industry.
Scott Ricca (CRD# 7187745) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westhampton Beach, NY and has over 3 years of experience in the finance industry.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.
As a Financial Advisor & CERTIFIED FINANCIAL PLANNERĀ® Practioner, Adam works primarily with, professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop personalized strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to Novem Group, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community...
Brandon Abbe (CRD# 2637653) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bohemia, NY and has over 27 years of experience in the finance industry.
Stephen Abbott (CRD# 1538140) is an Investment Advisor Representative working at Lpl Financial LLC in Farmingville, NY and has over 30 years of experience in the finance industry.