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Distance Only Jericho, 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
Thomas Travers (CRD# 6554383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 8 years of experience in the finance industry.
Robert Tudda (CRD# 2366713) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 27 years of experience in the finance industry.
James Vandewalle (CRD# 845901) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 38 years of experience in the finance industry.
Edward Wardle (CRD# 2251237) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 31 years of experience in the finance industry.
James Weil (CRD# 1844925) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 34 years of experience in the finance industry.
Michael Weinstein (CRD# 2252636) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jericho, NY and has over 31 years of experience in the finance industry.
Judith Ziman (CRD# 2387278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 30 years of experience in the finance industry.
Peter Abrami (CRD# 5484352) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jericho, NY and has over 12 years of experience in the finance industry. Peter Abrami 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.
Marc Acosta (CRD# 2050446) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 30 years of experience in the finance industry.
Edmund Adomaites (CRD# 2318069) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jericho, NY and has over 31 years of experience in the finance industry. Edmund Adomaites 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.