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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
Russell Holtzman (CRD# 7784411) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has 1 year of experience in the finance industry.
Christopher Jones (CRD# 4842782) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 19 years of experience in the finance industry. Christopher Jones 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.
Amanda Khait (CRD# 6556149) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Jericho, NY and has over 5 years of experience in the finance industry.
Sergio Kindler (CRD# 1690597) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 36 years of experience in the finance industry.
Dylan Klein (CRD# 7735245) is an Investment Advisor Representative working at First Long Island Investors, LLC in Jericho, NY and has 1 year of experience in the finance industry.
John L'abbate (CRD# 3071131) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 25 years of experience in the finance industry. John L'abbate 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.
Pascal Lanotte (CRD# 2261945) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jericho, NY and has over 31 years of experience in the finance industry. Pascal Lanotte 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.
Wesley Llado (CRD# 6071651) is an Investment Advisor Representative working at First Long Island Investors, LLC in Jericho, NY and has 1 year of experience in the finance industry.
Philip Malakoff (CRD# 1614500) is an Investment Advisor Representative working at First Long Island Investors, LLC in Jericho, NY and has over 37 years of experience in the finance industry.
Richard Malen (CRD# 2280791) is an Investment Advisor Representative working at Osaic Fa, Inc. in Jericho, NY and has over 31 years of experience in the finance industry.