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Educational Seminars & Workshops Advisors in Harrison, New York
23 Results
Unclaimed

Moneco Advisors | CFP ® (Certifications)

location

Harrison, NY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Allen Hodys is a financial advisor with Moneco Advisors. Allen has been in the financial services industry since 2018. Allen holds the Series 7, Series 66, and SIE securities licenses and is registered with FINRA and the states of California, Colorado, Connecticut, Florida, Massachusetts, Nevada, New York, and Washington. Allen is a Certified Financial Planner. Allen's practice focuses on providing financial advice to individuals, businesses, and charitable organizations. Allen provides financial planning, investment management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
LPL FINANCIAL SPONSORED ADVISORY PROGRAMS
Unclaimed

J.p. Morgan Securities LLC

location

HARRISON, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alvin Balchan is a registered representative with J.P. Morgan Securities LLC. Alvin has been in the industry since February 2023 and is registered in Connecticut, New Jersey, and New York. Alvin holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

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

HARRISON, NY

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Anthony P. Longobucco is an investment advisor representative at Osaic Wealth, Inc.. Anthony has been in the securities industry since May 8, 1997. Anthony has a Series 66 and Series 24 licenses and is registered with the state of New York as an investment advisor.

SPECIALIZATIONS

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

Rockingstone Advisors

location

Harrison, NY

0 Disclosures

ADVISOR BIO

Brandt Augustus Sakakeeny is a registered investment advisor representative for Rockingstone Advisors, located in Harrison, NY. Brandt has been in the industry since 1995, and has held previous positions at Deutsche Bank Securities Inc., Salomon Smith Barney Inc., and Salomon Brothers Inc. Brandt specializes in providing portfolio management for individuals and businesses. Brandt is also a member of the Wake Forest College Board of Visitors and serves on the Board of Directors, Executive Committee, and as Treasurer of the Bonnie Briar Country Club.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

HARRISON, NY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Brian Mulvaney is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with LPL Financial LLC and has a wide range of experience serving individuals, businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Brian has previously worked with Essex National Securities, LLC, M&T Securities, Inc., Comprehensive Asset Management and Servicing, Inc., Signator Investors, Inc., and Pruco Securities Corporation. Brian provides financial planning, consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Hightower Advisors, LLC

location

Harrison, NY

0 Disclosures

ADVISOR BIO

Bruno Palmieri is an Investment Advisor Representative with Hightower Advisors, LLC. Bruno is registered with the state of Illinois and New York. Bruno is also a licensed Certified Public Accountant and provides tax and accounting services through his sole proprietorship, Bruno Palmieri, CPA. Bruno has been in the financial services industry since 1992.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Moneco Advisors | CFP ® (Certifications)

location

Harrison, NY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Byrke Sestok is a financial advisor with over 20 years of experience in the industry. Byrke has worked for a number of firms including Ameriprise Financial Services, Inc., MSI Financial Services, Inc., and now is registered with Moneco Advisors dba Rightirement Wealth Partners. Byrke is a Certified Financial Planner and holds Series 7 and 66 licenses. Byrke has a range of experience with individuals, small businesses, corporations, and charitable organizations. Byrke's expertise includes financial planning, portfolio management, and retirement planning. Byrke also holds a variety of licenses and designations and provides advisory services through Independent Advisor Alliance, an independent investment advisor firm, which is separate from and independent of LPL Financial.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
LPL FINANCIAL SPONSORED ADVISORY PROGRAMS
Unclaimed

Ameriprise Financial Services, LLC

location

HARRISON, NY

experience

37 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Craig Howard Frank has been in the financial services industry since October 20, 1987. Craig Frank is currently registered with Ameriprise Financial Services, LLC and has held previous registrations with RAYMOND JAMES FINANCIAL SERVICES, INC., ADVEST, INC., PRUDENTIAL SECURITIES INCORPORATED, SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and SHEARSON LEHMAN HUTTON INC.. Craig Frank holds several licenses and registrations including Series 3, 63, 7, 8, 9, 10, 65, and SIE. Craig Frank is also a registered investment advisor in New York and Texas. Craig Frank's specializations include asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

Avantax Advisory Services

location

Harrison, NY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Danny Dadamo is a financial advisor with Avantax Advisory Services. Danny has been in the financial services industry since 1998 and has a wide range of experience in providing financial advice to individuals and families. Danny has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

J.p. Morgan Securities LLC

location

HARRISON, NY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

David Hughes is a financial advisor with J.P. Morgan Securities LLC. David has been working in the financial industry since 2015. David has a Series 7 and Series 66 license. David is registered with FINRA and the state of New York. David is also registered with the state of New Jersey and Texas.

SPECIALIZATIONS

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

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