-
Distance Metro area (25 miles)
-
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
Patricia Chituck (CRD# 4503850) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 22 years of experience in the finance industry.
Michael Choniski (CRD# 6227226) is an Investment Advisor Representative and founder of Trendhaven Investment Management, LLC in Brookfield, CT.
Investment Type: Conservative Alternative
Investment Goal: Absolute Return / Wealth Preservation & Growth
Investment Approach: Active Management / Trend Following
Investment Vehicle: Separately Managed Accounts
Account Types: Individual, Joint, Retirement, Trust, Other
Custodian: First Clearing (a Wells Fargo affiliate)
Minimum Investment: $100,000
A Trendhaven managed account is a Conservative Alternative Investment which may be a...
Josiah Choy (CRD# 5687874) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 15 years of experience in the finance industry.
Eugene Christensen (CRD# 1274728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 40 years of experience in the finance industry.
Jeffry Christensen (CRD# 2299680) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Darien, CT and has over 31 years of experience in the finance industry.
Shelly Christian (CRD# 3277540) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 24 years of experience in the finance industry. Shelly Christian 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.
Harish Chugh (CRD# 736278) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 25 years of experience in the finance industry.
Simon Chung (CRD# 1181732) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 36 years of experience in the finance industry.
Michael Ciccarelli (CRD# 5547456) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 12 years of experience in the finance industry. Michael Ciccarelli 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.
John Cierski (CRD# 2138486) is an Investment Advisor Representative working at Madison Global Advisors LLC in Hauppauge, NY and has over 32 years of experience in the finance industry.