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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
Arthur Gonsalves (CRD# 2046482) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in East Setauket, NY and has over 27 years of experience in the finance industry.
James Mc Loughlin (CRD# 2448162) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in East Setauket, NY and has over 30 years of experience in the finance industry.
Michael McCrain (CRD# 2547666) is an Investment Advisor Representative working at Avantax Advisory Services in East Setauket, NY and has over 29 years of experience in the finance industry.
Mark Mirocco (CRD# 1659428) is an Investment Advisor Representative working at Lpl Financial LLC in East Setauket, NY and has over 36 years of experience in the finance industry.
Timothy Mirocco (CRD# 7164067) is an Investment Advisor Representative working at Lpl Financial LLC in East Setauket, NY and has over 3 years of experience in the finance industry.
Kyle Piechucki (CRD# 2544255) is an Investment Advisor Representative working at Edward Jones in East Setauket, NY and has over 29 years of experience in the finance industry.
Christopher Pollina (CRD# 2552092) is an Investment Advisor Representative working at Portfolio Medics, LLC in East Setauket, NY and has over 7 years of experience in the finance industry. Christopher Pollina 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.
Daniel Stuven (CRD# 7345397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in East Setauket, NY and has over 2 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...