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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
Jonathan Bostwick (CRD# 5191994) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Ronkonkoma, NY and has over 17 years of experience in the finance industry.
Renard Defilippo (CRD# 1946146) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Ronkonkoma, NY and has over 30 years of experience in the finance industry.
Paul Desantis (CRD# 4796624) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ronkonkoma, NY and has over 19 years of experience in the finance industry.
Keith Robertson (CRD# 3189764) is an Investment Advisor Representative working at Lpl Financial LLC in Ronkonkoma, NY and has over 25 years of experience in the finance industry.
Paul Wolf (CRD# 2549939) is an Investment Advisor Representative working at Cwm, LLC in Ronkonkoma, NY and has over 29 years of experience in the finance industry. Paul Wolf 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.
Steven Wolf (CRD# 2231584) is an Investment Advisor Representative working at Cwm, LLC in Ronkonkoma, NY and has over 32 years of experience in the finance industry. Steven Wolf 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.
Salvatore Caruso (CRD# 2363696) is an Investment Advisor Representative working at Quantum Advisory Group, LLC in Ronkonkoma, NY and has over 30 years of experience in the finance industry. Salvatore Caruso 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.
Richard Cecchi (CRD# 2947705) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 26 years of experience in the finance industry.
Steven Cellen (CRD# 4263412) is an Investment Advisor Representative working at Esi Financial Advisors in Ronkonkoma, NY and has over 23 years of experience in the finance industry.
Nicholas Cuiffo (CRD# 4490093) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ronkonkoma, NY and has over 11 years of experience in the finance industry.