Years of Experience
5-20+ Years
NEW YORK, NY
4 Years Experience
0 Disclosures
ADVISOR BIO
Michael Bury is an active advisor in the state of New York. Michael Bury has been in the industry for over 18 years and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael Bury has passed the Series 66, Series 7TO and SIE exams. Michael Bury is associated with the New York office of Merrill Lynch, Pierce, Fenner & Smith Inc. Michael Bury has a total of 7 approved registrations.
SPECIALIZATIONS
NEW YORK, NY
18 Years Experience
0 Disclosures
ADVISOR BIO
Naftali Nadel is a licensed securities professional with over 15 years of experience in the financial industry. Naftali currently works with T3 Trading Group, LLC. Naftali has held several positions throughout his career, including roles with T3 Securities, Inc., World-Xecution Strategies, WTS Proprietary Trading Group LLC, Dimension Trading Group, LLC, Dimension Brokerage, LLC, Hold Brothers On-Line Investment Services L.L.C., and WorldCo, L.L.C. Naftali Nadel holds the Series 7, Series 24, Series 55, Series 57TO, Series 63, and Series 7TO licenses and is currently registered in several states including California, Colorado, Florida, Missouri, New York, North Carolina, Puerto Rico, and Texas.
SPECIALIZATIONS
No specializations listed.
NEW YORK, NY
10 Years Experience
0 Disclosures
ADVISOR BIO
Mudassir Arby is a licensed representative with Bofa Securities, Inc. Mudassir has been in the industry since 2014. Mudassir has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). Previously, Mudassir worked at DEUTSCHE BANK SECURITIES INC.
SPECIALIZATIONS
NEW YORK, NY
16 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Carey is a financial advisor who has been in the industry since 2008. Kevin currently works at J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC, and has previously worked at FIRST REPUBLIC SECURITIES COMPANY, LLC and DEUTSCHE BANK SECURITIES INC. Kevin specializes in providing portfolio management for businesses and individuals, as well as financial planning and pension consulting services.
SPECIALIZATIONS
New York, NY
11 Years Experience
0 Disclosures
ADVISOR BIO
James C Lindsay has been in the financial services industry since October 9, 2013. James currently works at Morgan Stanley in New York, NY. James is registered to provide investment advice in 26 states and has passed both the Series 7 and Series 66 exams.
SPECIALIZATIONS
NEW YORK, NY
15 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Aaron Mcbroom is a financial professional with over 12 years of experience in the financial services industry. Joshua is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is located in NEW YORK, NY. Joshua has previously held positions at ALLSTATE FINANCIAL SERVICES, LLC, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Joshua holds the Series 6 and the Securities Industry Essentials Examination licenses. Joshua specializes in portfolio management for individuals and businesses. Joshua also provides performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors.
SPECIALIZATIONS
NEW YORK, NY
3 Years Experience
0 Disclosures
ADVISOR BIO
Giovanni Adriano Ronghi is a financial professional with experience in the securities industry. Giovanni has a Series 79, Series 79TO, and Series 63 license and is currently registered with Bbva Securities Inc. Giovanni was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Giovanni is located in New York, NY and has been in the industry since January 15, 2016.
SPECIALIZATIONS
No specializations listed.
NEW YORK, NY
8 Years Experience
0 Disclosures
ADVISOR BIO
Laura Keenan is a financial advisor with over 8 years of experience in the industry. Laura is currently registered with Blackstone Securities Partners LP. Laura has previously been registered with a variety of firms over their career. Laura has passed the Series 63, Series 7, Series 79, SIE exams. Laura also holds the no known designation. Laura specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
No specializations listed.
New York, NY
7 Years Experience
0 Disclosures
ADVISOR BIO
Grier Poole is an investment advisor representative with Morgan Stanley. Grier has been in the industry since March 2018. Grier is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in several states. Grier has passed the Series 7, Series 66, and SIE exams. Grier provides financial planning, portfolio management, and asset allocation advice. Grier works with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and insurance companies. Grier is also registered with the state of Texas as an investment advisor representative.
SPECIALIZATIONS
New York, NY
7 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Lucente is an investment advisor representative with Flagstar Advisors, located in New York, NY. Jonathan has been in the industry since 2017 and is registered in 21 states. Jonathan provides investment advisory services for individuals, businesses, pension plans, and charitable organizations. Jonathan specializes in portfolio management for individuals and businesses, selection of other advisors, and pension consulting. Jonathan is committed to providing his clients with the highest level of service and expertise.
SPECIALIZATIONS
