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Distance Only Hauppauge, 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
Richard Hyams (CRD# 3102005) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 23 years of experience in the finance industry.
Pat Ingrassia (CRD# 1068874) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Hauppauge, NY and has over 40 years of experience in the finance industry. Pat Ingrassia 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.
Brian Jacobs (CRD# 2420944) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 30 years of experience in the finance industry.
Aldo Jimenez (CRD# 5655191) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hauppauge, NY and has over 14 years of experience in the finance industry.
Matthew Johnson (CRD# 4574954) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 18 years of experience in the finance industry.
Thomas Judge (CRD# 2730426) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 28 years of experience in the finance industry.
David Kaplan (CRD# 1176065) is an Investment Advisor Representative working at Madison Global Advisors LLC in Hauppauge, NY and has over 40 years of experience in the finance industry.
Bruce Keenan (CRD# 7052232) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hauppauge, NY and has over 5 years of experience in the finance industry.
Richard Kenna (CRD# 5083288) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 17 years of experience in the finance industry.
Jonathan Kuttin (CRD# 2519437) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 29 years of experience in the finance industry.