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Distance Only Holbrook, 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
James Leo (CRD# 1911418) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry.
Edward Levine (CRD# 2595745) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 29 years of experience in the finance industry.
Stephen Levine (CRD# 308061) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Holbrook, NY and has over 37 years of experience in the finance industry.
Bernardo Lira (CRD# 1638714) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry.
Scott Littman (CRD# 2757603) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 27 years of experience in the finance industry.
Michael Loftus (CRD# 1750807) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 30 years of experience in the finance industry.
Curtis Luckman (CRD# 2865603) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 27 years of experience in the finance industry. Curtis Luckman 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.
Dat Shui Lui (CRD# 2481533) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Holbrook, NY and has over 29 years of experience in the finance industry.
Darlene Lukaszewicz (CRD# 1784110) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry. Darlene Lukaszewicz 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.
Kelli Lyons-Stevens (CRD# 4032665) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 24 years of experience in the finance industry.