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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
Mike Senechal (CRD# 4274283) 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.
Steven Sherman (CRD# 1005149) 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.
Brett Shofner (CRD# 2723338) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 28 years of experience in the finance industry.
Anthony Simonetti (CRD# 5592155) 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.
Nagendra Singh (CRD# 3066363) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 17 years of experience in the finance industry. Nagendra Singh 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.
Michael Sleasman (CRD# 4937731) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 19 years of experience in the finance industry. Michael Sleasman 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.
David Smalbach (CRD# 818216) 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. David Smalbach 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.
Brad Small (CRD# 3173556) 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.
Joseph Spinelli (CRD# 2644407) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 28 years of experience in the finance industry.
Robert St. George (CRD# 2290232) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 31 years of experience in the finance industry.