Invested Better
Selection of Other Advisors Advisors in Uniondale, New York
179 Results
Unclaimed

BNY Mellon Securities Corp.

location

UNIONDALE, NY

experience

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

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

Edelman Financial Engines

location

UNIONDALE, NY

disclosure

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

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

BNY Mellon Securities Corp.

location

UNIONDALE, NY

experience

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

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

Citigroup Global Markets Inc.

location

Uniondale, NY

experience

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

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

BNY Mellon Securities Corp.

location

UNIONDALE, NY

experience

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

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

BNY Mellon Securities Corp.

location

UNIONDALE, NY

experience

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

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

BNY Mellon Securities Corp.

location

UNIONDALE, NY

experience

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

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

BNY Mellon Securities Corp.

location

UNIONDALE, NY

experience

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

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

BNY Mellon Securities Corp.

location

UNIONDALE, NY

experience

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

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

Osaic Wealth, Inc.

location

UNIONDALE, NY

experience

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

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

Need help matching

with the right advisor?