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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
Michele Arnett (CRD# 5513819) is an Investment Advisor Representative working at Gwn Securities Inc. in Bellport, NY and has over 15 years of experience in the finance industry.
David Astorr (CRD# 2238818) is an Investment Advisor Representative working at Wilmington Capital Securities, LLC in East Hampton, NY and has over 14 years of experience in the finance industry.
Mary Barty Scheurer (CRD# 2886346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 26 years of experience in the finance industry.
Nicole Behrens (CRD# 2162965) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 31 years of experience in the finance industry.
Jacqueline Bianco (CRD# 1622856) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sag Harbor, NY and has over 27 years of experience in the finance industry.
Kerri Biondo (CRD# 6737369) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 6 years of experience in the finance industry.
John Brady (CRD# 2293537) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southampton, NY and has over 31 years of experience in the finance industry.
Mary Broidy (CRD# 6907419) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southampton, NY and has over 5 years of experience in the finance industry.
Rudolph Bruer (CRD# 2069611) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southold, NY and has over 33 years of experience in the finance industry.
Kim Caldwell (CRD# 2715652) is an Investment Advisor Representative working at Lpl Financial LLC in Laurel, NY and has over 28 years of experience in the finance industry. Kim Caldwell 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.