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Distance Only Merrick, 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
Eric Harley (CRD# 2678289) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Merrick, NY and has over 27 years of experience in the finance industry.
Allison Hudson (CRD# 4755966) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Merrick, NY and has over 20 years of experience in the finance industry. Allison Hudson 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.
Charles Kassatly (CRD# 2904595) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Merrick, NY and has over 26 years of experience in the finance industry.
Peter Katsigiorgis (CRD# 4634477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Merrick, NY and has over 21 years of experience in the finance industry.
Eric Moore (CRD# 2858924) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Merrick, NY and has over 26 years of experience in the finance industry.
Michael Mott (CRD# 4755912) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Merrick, NY and has over 20 years of experience in the finance industry.
Matthew Mutterperl (CRD# 5168557) is an Investment Advisor Representative working at New York Life Investment Management LLC in Merrick, NY and has over 15 years of experience in the finance industry.
Thomas Reagan (CRD# 2052371) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Merrick, NY and has over 33 years of experience in the finance industry.
Daniel Roberts (CRD# 5715351) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Merrick, NY and has over 13 years of experience in the finance industry.
Michael Blake (CRD# 6160092) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Merrick, NY and has over 11 years of experience in the finance industry.