Borana Verardi (CRD# 5900188) is an Investment Advisor Representative working at Lincoln Investment in Bohemia, NY and has over 3 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | Fort Washington, PA | Nov 2020 - Current | 3 |
Capital Analysts | Fort Washington, PA | Nov 2020 - Current | 3 |
Lincoln Investment | Fort Washington, PA | Jan 2020 - Current | 4 |
Lincoln Investment | Fort Washington, PA | Dec 2017 - Jan 2020 | 2 |
Morgan Stanley | Manhanttan, NY | Jul 2017 - Nov 2017 | < 1 |
Valley National Bank | Wayne, NJ | Aug 2014 - Jul 2017 | 2 |
Everbank Commerical Finance | Parsippany, NJ | Sep 2011 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- CO
- NY
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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