Years of Experience
5-20+ Years
UNIONDALE, NY
14 Years Experience
0 Disclosures
ADVISOR BIO
Adam Piervincenzi is a financial professional with over a decade of experience in the industry. Adam has held positions at several prominent firms, including Paulson Investment Company LLC, A.G.P. / Alliance Global Partners, and Fordham Financial Management, Inc. Adam is currently registered with BNY Mellon Securities Corp. as a General Securities Principal. Adam's expertise covers a broad range of financial services, including portfolio management for individuals and businesses.
SPECIALIZATIONS
UNIONDALE, NY
1 Disclosures
ADVISOR BIO
Alaine MacDougall is a financial advisor who has been working in the financial services industry since 2011. Alaine is currently registered with Edelman Financial Engines in Uniondale, NY. Alaine has held previous positions with various financial institutions, including Equity Services, Inc., Equitable Advisors, LLC, The Investment Center, Inc., LPL Financial LLC, and Allstate Financial Services, LLC. Alaine is licensed to provide investment advice in New York.
SPECIALIZATIONS
UNIONDALE, NY
18 Years Experience
0 Disclosures
ADVISOR BIO
Alen Glavan is a registered representative with BNY Mellon Securities Corp. Alen has been in the industry since February 11, 2007 and holds Series 7, Series 63 and SIE licenses. Alen is also registered in 53 states. Alen previously worked at GENESIS SECURITIES, LLC and COMMERCE ONE FINANCIAL INC.
SPECIALIZATIONS
Uniondale, NY
13 Years Experience
0 Disclosures
ADVISOR BIO
Angela Romeo is a registered investment advisor with Citigroup Global Markets Inc. Angela Romeo has been in the industry since 2011 and has a number of professional designations. Angela Romeo works with individual and institutional clients. The firm provides a number of services, including portfolio management, financial planning and asset allocation advice.
SPECIALIZATIONS
UNIONDALE, NY
21 Years Experience
0 Disclosures
ADVISOR BIO
Angelina Lilly is a financial professional with over 20 years of experience in the securities industry. Currently registered with BNY Mellon Securities Corp. Angelina's career includes previous roles with MBSC Securities Corporation and Dreyfus Service Corporation. Angelina's expertise includes investment company products/variable contracts and she is licensed to conduct securities business in all 50 states.
SPECIALIZATIONS
UNIONDALE, NY
33 Years Experience
0 Disclosures
ADVISOR BIO
Ann Elizabeth Walsh is a financial professional with over 30 years of experience in the industry. Ann is currently registered with BNY Mellon Securities Corp. and is licensed to provide investment advice in 40 states. Ann has a wide range of experience, including investment company products and variable contracts. Ann also holds the Series 63, Series 6 and Series 26 licenses.
SPECIALIZATIONS
UNIONDALE, NY
36 Years Experience
0 Disclosures
ADVISOR BIO
Annette L. Wright is a registered representative with BNY Mellon Securities Corp. Annette has been in the industry since 1988. She is registered to provide investment advice in New York and holds the following licenses: Series 6, Series 26 and Series 63. Annette previously worked at THE DREYFUS SERVICE CORPORATION.
SPECIALIZATIONS
UNIONDALE, NY
24 Years Experience
0 Disclosures
ADVISOR BIO
Annmarie Mehler is a financial professional with over 20 years of experience in the financial services industry. Annmarie is currently registered with BNY Mellon Securities Corp. in Uniondale, NY. Annmarie has a broad range of experience in financial services, including investment company products and variable contracts, and has held several positions at MBSC Securities Corporation and BNY Mellon Securities Corp. Annmarie holds several licenses and registrations, including Series 6, Series 26, and Series 63. Annmarie is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
UNIONDALE, NY
4 Years Experience
0 Disclosures
ADVISOR BIO
Anshul Upadhyay is a registered representative with BNY Mellon Securities Corp., a financial services company with a history of working with high-net-worth individuals, corporations and other businesses. Prior to joining BNY Mellon Securities Corp., Anshul Upadhyay was employed by FIRST ALLIED SECURITIES, INC.. Anshul Upadhyay's focus is on providing clients with personalized investment advice and portfolio management services.
SPECIALIZATIONS
UNIONDALE, NY
28 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Timothy Francis is a financial advisor with over 25 years of experience in the industry. Anthony is currently registered with Osaic Wealth, Inc. and has previously worked at several other firms, including Securities America, Inc., MML Investors Services, LLC, Prime Capital Services, Inc., and Royal Alliance Associates, Inc. Anthony is licensed to provide investment advice in multiple states, and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Anthony is committed to providing personalized service and helping clients achieve their financial goals.
SPECIALIZATIONS