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Distance Metro area (25 miles)
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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
Ralph Palleschi (CRD# 1439102) 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.
Gaurang Parikh (CRD# 1191383) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jericho, NY and has over 25 years of experience in the finance industry.
Kristen Parmiter (CRD# 7613451) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has 1 year of experience in the finance industry.
Robert Pascucci (CRD# 6907486) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has over 2 years of experience in the finance industry.
Laura Perez (CRD# 5764541) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 3 years of experience in the finance industry.
Sarah Porcellini (CRD# 7521966) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has 1 year of experience in the finance industry.
David Posmantier (CRD# 2404165) is an Investment Advisor Representative working at Avantax Advisory Services in Jericho, NY and has over 30 years of experience in the finance industry. David Posmantier 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.
Robert Posner (CRD# 6442887) is an Investment Advisor Representative working at Avantax Advisory Services in Jericho, NY and has over 8 years of experience in the finance industry.
Daniel Riveira (CRD# 2750234) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 4 years of experience in the finance industry.
Paula Rohr (CRD# 4089158) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 24 years of experience in the finance industry.