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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
David Molter (CRD# 5333513) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.
Lili Monassebian (CRD# 2867307) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 26 years of experience in the finance industry.
Ross Mongiardo (CRD# 2100448) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 33 years of experience in the finance industry. Ross Mongiardo 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.
Carter Morrison (CRD# 1087617) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 39 years of experience in the finance industry.
Charlene Morrow (CRD# 2408310) 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.
Mary Morse (CRD# 1474478) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 38 years of experience in the finance industry.
Robert Morse (CRD# 4156171) 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. Robert Morse 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.
John Morvay (CRD# 2034455) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 11 years of experience in the finance industry.
David Mottes (CRD# 1259215) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 40 years of experience in the finance industry.
Jay Moyer (CRD# 2219076) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 32 years of experience in the finance industry.