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Distance Only Smithtown, 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
Deborah Kamer (CRD# 2850605) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 27 years of experience in the finance industry.
Michael Karwoski (CRD# 5765560) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 14 years of experience in the finance industry.
Lisa Keaton (CRD# 720178) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithtown, NY and has over 38 years of experience in the finance industry. Lisa Keaton 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.
Irving Lee (CRD# 2641690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 23 years of experience in the finance industry.
Jonathan Leis (CRD# 4596443) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Smithtown, NY and has over 21 years of experience in the finance industry.
Gregg Marano (CRD# 4185625) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 23 years of experience in the finance industry.
Romina Marion (CRD# 4351812) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 21 years of experience in the finance industry.
Michael Marziotto (CRD# 1847685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 33 years of experience in the finance industry.
Lea Muller (CRD# 6266052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 7 years of experience in the finance industry.
Anubhav Mullick (CRD# 6084500) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Smithtown, NY and has over 10 years of experience in the finance industry.