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Financial Planning Services Advisors in Garden City, New York
682 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Garden City, NY

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Nathan Wolson is an investment advisor representative with Ameriprise Financial Services, LLC. He has been in the financial industry since September 5, 1995. He is licensed in 24 states and the District of Columbia. He is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Aaron holds Series 7, 9, 10, 24, 31, 63, and 65 licenses. He has previously worked at UBS Financial Services Inc., Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Citigroup Global Markets Inc.

location

Garden City, NY

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Young is a financial advisor with over 20 years of experience in the industry. Aaron has been with Citigroup Global Markets Inc. since 2013 and specializes in providing financial and investment advice to individuals, families, and businesses. Aaron is a Registered Representative and Investment Advisor Representative, holding the Series 7, Series 63, and Series 65 licenses. Aaron holds both state and federal registrations. Aaron's previous experience includes roles at J.P. Morgan Securities LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Garden City, NY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Silberman is a financial advisor with Morgan Stanley. Aaron has been a registered representative with FINRA since 2015 and has a combined 14 years of experience in the financial services industry. Aaron is a Certified Financial Planner® and offers a variety of services to his clients, including financial planning, portfolio management, and asset allocation advice. Aaron is licensed to provide investment advisory services in 53 states and has offices located in Garden City, NY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Garden City, NY

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Abbe Lynn Spector is a financial advisor with over 35 years of experience in the financial services industry. Abbe currently works at Morgan Stanley in Garden City, NY. Prior to joining Morgan Stanley, Abbe worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.B. Hanauer & Co. Abbe is registered to provide investment advice in 37 states and has passed the Series 7, Series 63, and SIE exams. Abbe specializes in providing investment advice to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Garden City, NY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Abhiruchi Katriyar is a financial advisor registered with Morgan Stanley. Abhiruchi has been in the financial services industry since June 2016. Abhiruchi has a Series 66 license as well as Series 7, 9, 10 and SIE licenses. Abhiruchi holds registrations in 45 states and the District of Columbia, allowing Abhiruchi to offer a wide range of investment products and services to clients. Abhiruchi is based in Garden City, New York, and can assist clients across the country.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

MML Investors Services, LLC

location

GARDEN CITY, NY

experience

22 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Adam Randall Cherney is a financial professional with over 20 years of experience in the financial services industry. Adam is currently registered with MML Investors Services, LLC in New York and Texas and has held previous positions at Hornor, Townsend & Kent, Inc. and MetLife Securities Inc. Adam is a Series 6, 7, 24, and 63 licensed professional who specializes in providing financial planning, portfolio management, and pension consulting services to individual and corporate clients. Adam has a broad range of experience and is committed to providing personalized financial advice to meet each client's unique needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Morgan Stanley

location

Garden City, NY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Adam Razov is an investment advisor representative at Morgan Stanley. Adam has over 20 years of experience in the financial services industry. Adam has a wide range of experience, including providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Adam is registered with FINRA and holds Series 3, 6, 7, 9, 10, 63, and 65 licenses. Adam also holds FINRA registrations with Morgan Stanley.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GARDEN CITY, NY

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Agnieszka Supel is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Agnieszka is a veteran of the financial industry with over 28 years of experience. She has Series 63, 65, 7, and SIE licenses. She is registered in 32 states and has a history of providing professional financial advice to individuals, corporations, and other entities. Agnieszka is committed to providing her clients with personalized financial advice and guidance. Her areas of expertise include portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Morgan Stanley

location

Garden City, NY

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Sharif Khan is a registered representative with Morgan Stanley. Ahmed has been working in the financial services industry since 2006 and has experience with various financial services firms, including Citigroup Global Markets Inc., Invest Financial Corporation, and Essex National Securities, LLC. Ahmed is registered to provide securities and investment advisory services in many states, including New York, New Jersey, Texas and others. Ahmed is a Series 7, Series 63, and Series 65 licensed individual. Ahmed has a background in education and also serves as a board member for Valence College Prep in Flushing, New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

Garden City, NY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aidan Vincent Donnelly is a financial advisor with J.P. Morgan Securities LLC, registered with the state of New York and Texas. Aidan has been in the industry since 2021 and is actively involved in the financial services sector. He has passed the Series 7TO, Series 63, Series 66 and SIE exams and holds numerous state licenses. Aidan focuses on providing investment advice to individuals, businesses, and other entities, with a particular emphasis on financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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