ADVISOR BIO

Alex M. Varkatzas is an investment advisor representative with Ameriprise Financial Services, LLC. Alex has been in the industry for 4 years. Alex has passed the Series 63, Series 7TO, and SIE exams. Alex is currently registered to sell securities in 18 states, including Arizona, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Alex is also registered as an investment advisor representative in New York and Texas. Alex is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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ADVISOR BIO

Andrew Morse is a financial advisor with J.p. Morgan Securities LLC. Andrew has been in the financial services industry since 2008 and holds the Series 6, Series 63, and SIE licenses. Andrew is registered to provide investment advice in Connecticut, Florida, Georgia, New Jersey, New York, Oregon, Pennsylvania and South Carolina. Previously, Andrew was an advisor with CHASE INVESTMENT SERVICES CORP. in East Northport, New York.

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ADVISOR BIO

Anthony Caputo is a financial professional with over 25 years of experience in the financial services industry. Anthony has been registered with MML Investors Services, LLC since 2021. Anthony is also a registered representative with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Anthony holds the Series 6, Series 63, and SIE licenses and is registered in New York, Washington and other states. Anthony is a specialist in providing a variety of financial services to individuals, businesses, trusts, foundations and endowments, and other organizations. Anthony's services include financial planning, asset allocation programs, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Belva Barned is a financial advisor with Ameriprise Financial Services, LLC. Belva has been in the financial industry since 2005. Belva has Series 66, Series 7 and SIE licenses. Belva has offices in East Meadow, NY and North Babylon, NY. Belva is registered to provide investment advice in 12 states. In addition to working for Ameriprise Financial Services, LLC, Belva also worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Belva's areas of expertise include asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

Carol Ysabel Beckett is an Investment Advisor Representative at Edelman Financial Engines in East Meadow, New York. Carol has been in the financial services industry since 2007. She has a Series 6, 7, 63, and 66 licenses and has been registered with the state of New York since 2021. Carol's prior experience includes roles with J.P. Morgan Securities LLC and Chase Investment Services Corp. Carol's areas of focus include retirement planning, investment management, and financial planning. She has experience working with individuals, families, and businesses.

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ADVISOR BIO

Daniel George Marquardt is a financial advisor with Citigroup Global Markets Inc. Daniel has over 15 years of experience in the financial services industry. Daniel is registered with the state of New York as an Investment Advisor Representative and in New Jersey as a Registered Representative. Daniel has a Series 63 and Series 65 license and is a Series 7TO and Series 6 licensed broker. Daniel holds a Series SIE license. Daniel specializes in providing portfolio management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Daniel J. Freeman is a registered representative with J.p. Morgan Securities LLC and has been in the industry since April 21, 2013. Daniel holds a Series 6, 7TO, 63, and 66 license and has been registered as an investment advisor representative since 2022. Daniel J. Freeman has been with J.p. Morgan Securities LLC since January 2013 and is located in the EAST MEADOW, NY branch office.

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ADVISOR BIO

Deborah A. Goldberg is a financial advisor with over 30 years of experience in the industry. Deborah A. Goldberg currently works with J.p. Morgan Securities LLC. Deborah A. Goldberg has a wide range of experience, having previously worked with Oppenheimer & Co. Inc., Commerz Markets LLC, Kleinwort Benson North America Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Deborah A. Goldberg is registered to provide investment advice in several states, including New York, New Jersey, Texas and Minnesota. Deborah A. Goldberg is also a registered principal and holds various securities licenses.

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ADVISOR BIO

Dennis Weil is a financial professional with over 40 years of experience in the industry. Dennis has a strong background in financial planning, investment advisory services, and insurance. Dennis has worked for several reputable firms including Phoenix Equity Planning Corporation, W.S. Griffith & Co., Inc., and North Ridge Securities Corp. He has been with Cetera Investment Advisers LLC since 2019, and has been an Investment Advisor Representative since 2023. Dennis holds the Series 1, SIE, Series 6TO, and Series 63 securities licenses.

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ADVISOR BIO

Donald Maurice Gehrig is an investment advisor representative with Ameriprise Financial Services, LLC. Donald has been in the industry for over 25 years and is registered with the state of New York as well as with FINRA. Donald's previous employment experience includes IDS Life Insurance Company and Dean Witter Reynolds Inc. Donald is a highly experienced professional with a strong understanding of the financial markets.

SPECIALIZATIONS