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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
Jeffrey Flamman (CRD# 1306852) is an Investment Advisor Representative working at Lincoln Investment in East Islip, NY and has over 39 years of experience in the finance industry.
Stanley Lozinski (CRD# 2010374) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Islip, NY and has over 34 years of experience in the finance industry. Stanley Lozinski 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.
Paul Southard (CRD# 1291554) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Islip, NY and has over 37 years of experience in the finance industry.
Joseph Waters (CRD# 713482) is an Investment Advisor Representative working at Calton & Associates, Inc. in East Islip, NY and has over 36 years of experience in the finance industry.
Donald Blumberg (CRD# 7217661) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Islip, NY and has over 3 years of experience in the finance industry.
Paul Cozzani (CRD# 6437002) is an Investment Advisor Representative working at State Farm Investment Management Corp. in East Islip, NY and has over 9 years of experience in the finance industry.
Hadi Hachem (CRD# 3132993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Islip, NY and has over 25 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 PLANNER® 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...
Oreste Abbamonte (CRD# 4896689) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 19 years of experience in the finance industry.