-
Distance Only Melville, NY
-
COMPENSATION Either
-
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 Birns (CRD# 2086497) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 32 years of experience in the finance industry.
Michael Black (CRD# 1318058) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Melville, NY and has over 40 years of experience in the finance industry.
Zuo Jia Black (CRD# 5957895) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 12 years of experience in the finance industry.
Michael Blueweiss (CRD# 728969) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Melville, NY and has over 34 years of experience in the finance industry.
Corey Blumenthal (CRD# 6320706) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Melville, NY and has over 6 years of experience in the finance industry.
Jonathan Bonnet (CRD# 6152600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 11 years of experience in the finance industry.
Alan Borko (CRD# 1560073) is an Investment Advisor Representative working at Park Avenue Securities LLC in Melville, NY and has over 37 years of experience in the finance industry. Alan Borko 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.
Linda Borst (CRD# 1028989) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 28 years of experience in the finance industry.
Sean Bostwick (CRD# 4236976) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 23 years of experience in the finance industry. Sean Bostwick 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.
Ted Boutis (CRD# 2951760) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 26 years of experience in the finance industry. Ted Boutis 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.