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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
Andrew Montero (CRD# 6126330) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 10 years of experience in the finance industry.
Neal O Sullivan (CRD# 1891959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 34 years of experience in the finance industry.
Brian O'leary (CRD# 4875930) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 19 years of experience in the finance industry.
Ryan Olsen (CRD# 5510276) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 5 years of experience in the finance industry.
Ori Pagovich (CRD# 3262884) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Great Neck, NY and has over 24 years of experience in the finance industry.
Michael Palmer (CRD# 4036976) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 24 years of experience in the finance industry.
Susan Preslier (CRD# 1548277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 37 years of experience in the finance industry.
Miguel Rios Amurrio (CRD# 7375891) is an Investment Advisor Representative working at Tqm Wealth Partners in Great Neck, NY and has over 3 years of experience in the finance industry. Miguel Rios Amurrio 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.
Matthew Rizzo (CRD# 5416965) is an Investment Advisor Representative working at Commonwealth Financial Network in Great Neck, NY and has over 16 years of experience in the finance industry.
Lauren Rosenberg-Moffitt (CRD# 3080384) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Great Neck, NY and has over 25 years of experience in the finance industry.