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Distance Only Great Neck, 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
Jerry Legrand (CRD# 4520117) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 14 years of experience in the finance industry.
Edward Lizotte (CRD# 6130756) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 11 years of experience in the finance industry.
Kenneth Lynn (CRD# 2710101) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Great Neck, NY and has over 28 years of experience in the finance industry.
John (Jake) Marshall CFA CFP (CRD# 2634720) is an Investment Advisor Representative working at Kings Point Capital Management LLC in Great Neck, NY and has over 20 years of experience in the finance industry. John Marshall is a CFA Charterholder and 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 putclients' interests first and...
Keith McCormack (CRD# 4474555) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 22 years of experience in the finance industry.
Amanda Moffitt (CRD# 6306256) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Great Neck, NY and has over 9 years of experience in the finance industry.
David Morrisey (CRD# 1963817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 34 years of experience in the finance industry.
John Naegele (CRD# 1358041) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Great Neck, NY and has over 39 years of experience in the finance industry. John Naegele 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.
Drew Newman (CRD# 2315248) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Great Neck, NY and has over 31 years of experience in the finance industry.
Deborah Oconnell (CRD# 1760230) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Great Neck, NY and has over 36 years of experience in the finance industry.