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Advisors in Ridgewood, New York
13 Results
Unclaimed

Osaic Wealth, Inc.

location

Ridgewood, NY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Bibi Razack is a financial advisor at Osaic Wealth, Inc. located in Ridgewood, NY. Bibi has over 25 years of experience in the financial services industry. She has held various positions at firms such as Woodbury Financial Services, Inc. and Capital One Investing, LLC. Bibi holds Series 7, Series 63, and Series 66 licenses. She is also a registered investment advisor in New Jersey and New York. Bibi specializes in providing financial planning, portfolio management, and investment advisory services. She has experience working with high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RIDGEWOOD, NY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Jesse Granja is a financial advisor who has been in the industry since June 22, 2012. Bryan is currently registered with J.P. Morgan Securities LLC as a Registered Representative. Bryan also holds a Series 6, Series 7, and Series 66 license, as well as a SIE license. Prior to joining J.P. Morgan Securities LLC, Bryan was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp. Bryan has a diverse client base that includes high-net-worth individuals, corporations, and other businesses. Bryan specializes in financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RIDGEWOOD, NY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Danissa Hichez is a registered representative with J.p. Morgan Securities LLC. She has been in the securities industry since April 2019. She holds the Series 63, Series 6TO, and SIE licenses. Danissa Hichez specializes in various areas, including investment advisory services, portfolio management for individuals and businesses, and financial planning. Danissa is registered with the states of Connecticut, New Jersey, and New York.

SPECIALIZATIONS

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

JET Stream Wealth Management

location

RIDGEWOOD, NY

0 Disclosures

ADVISOR BIO

David Castro is an Investment Advisor Representative at Jet Stream Wealth Management, a firm based in Ridgewood, New York. David provides financial planning and portfolio management for individuals. David also works at Jetblue Airways as an Aircraft Maintenance Controller. David holds a Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
RETIREMENT PLANNING
Unclaimed

J.p. Morgan Securities LLC

location

RIDGEWOOD, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jerry Luis Collado is a registered representative at J.p. Morgan Securities LLC. Jerry has been in the industry since 2019 and has a Series 63, Series 6TO, and SIE license. Jerry has an active registration in Connecticut, New Jersey, and New York. Jerry is currently employed at J.P. Morgan Securities LLC and has previous employment at JPMorgan Chase Bank, N.A., Uniforms Today, and Ricky's.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RIDGEWOOD, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kendry Selena Sibri is a registered representative with J.P. Morgan Securities LLC. Kendry is licensed to provide securities and investment advisory services in Connecticut, New Jersey, and New York. Kendry has been working in the financial services industry since 2021 and has experience in investment company products and variable contracts, as well as general securities. Kendry specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RIDGEWOOD, NY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Luis Anibal Tacoaman palan is a financial professional with J.P. Morgan Securities LLC. Luis has been in the industry for 1 day. Luis holds the Series 63, Series 6TO and SIE licenses and is registered to sell securities in Connecticut, New Jersey, and New York. Luis is associated with the firm's Ridgewood, NY branch office. Luis specializes in Investments, Insurance, Annuities, Mutual Funds, and Variable Products.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RIDGEWOOD, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Marie Grace Marius is an investment professional with a focus on providing financial guidance and investment management services. She is a registered representative with J.P. Morgan Securities LLC and holds the Series 63, Series 6TO and SIE licenses. Marie has been in the financial industry since February 24, 2022, and is committed to providing clients with comprehensive financial solutions.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

RIDGEWOOD, NY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Mark Sanchioni is a financial professional with over 20 years of experience in the industry. Mark has a broad background in the financial services sector, with experience in banking and investments. Mark is currently registered with Osaic Institutions, Inc. and is also Chief Banking Officer at Ridgewood Savings Bank. Mark is a Series 7 and Series 66 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Osaic Institutions, Inc.

location

RIDGEWOOD, NY

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Kushch is a financial advisor with Osaic Institutions, Inc. Michael has been in the financial industry since 2005. Michael is licensed to provide investment advice in New Jersey and New York. Michael also holds the Series 65 and Series 63 licenses as well as the Series 24 and Series 7 licenses. Michael has experience working with corporations, businesses, charitable organizations, high-net-worth individuals, and individuals. Michael also worked previously at HSBC Securities (USA) INC., METLIFE SECURITIES INC., CHARLES SCHWAB & CO., INC., J.P. TURNER & COMPANY, L.L.C., SPENCER CLARKE LLC, SOLID ISG CAPITAL MARKETS, LLC, and DALTON KENT SECURITIES GROUP, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS

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