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Certified Financial Planners in New York

Certified Financial Planners in Flushing, NY

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Here is a complete list of most professional Certified Financial Planners in Flushing, NY.

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9 results found

Zhiwei Xiao Flushing, NY

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Secretary • Student Worker • Financial Manager

Experience & Education

Work

Company:
Bank of east asia - Guangzhou, CN
Personal financial planner
Company:
Toyota motor co. ltd - Guangzhou, CN
Intern - secretary department, chief manager's office

Skills

Level CFA candidate, exposure to SAS, SQL, proficient in @Risk tool, Excel, Word and PowerPoint
Full Profile

Raymond Bergen New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at SECURITIES AMERICA, CFP at RAYMOND BERGEN
Title:
CFP
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SECURITIES AMERICA - 112-41 QUEENS BLVD SUITE 201, FOREST HILLS, NY, 11375CERTIFIED FINANCIAL PLANNERsince Jan 2004RAYMOND BERGEN - 112-41 QUEENS BLVD SUITE 201, FOREST HILLS, NY 11375CFPsince Jan 2004
Full Profile

Mohammed Uddin Flushing, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Tax Preparer • Tax Accountant • Supporting Member • Team Member • Financial Manager

Experience & Education

Work

Company:
Lewis holman, ea, cfp
Assistant tax preparer
Company:
Staples inc - Queens, NY
Associate
Full Profile

Art Zottola New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Director of Quality Control • Chief Administrative Officer • Chief Executive • Compliance Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Advisor • Agent • Sales Agent • Sales Representative • Operations Manager • Business Unit Manager • Business Administration Specialist • Financial Manager • Inspector • School Principal • School Administrator • Educational Manager • Bachelor of Science

Experience & Education

Position:
Vice President, Enhanced Due Diligence and Financial Crimes Compliance at Barclays Capital, Wealth...
Title:
Vice President, Enhanced Due Diligence and Financial Crimes Compliance at Barclays Wealth and Investment Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Barclays Capital, Wealth and Investment Management Division - 200 Park Avenue, New York, NY 10166Vice President, Enhanced Due Diligence and Financial Crimes Compliancesince Apr 2013The Guardian Life Insurance Company of America - 7 Hanover Square, New York, NYVice President, Regulatory Affairs, Park Avenue SecuritiesMay 2009 - Jan 2013
Skills:
FINRA, Securities, Series 7, Series 24, Series 6, Series 65, Series 63, Financial Services, Mutual...
Certifications:
CAMS - Certified Anti-Money Laundering Specialist, Association of Certified Anti-Money Laundering Specialists
CFP - Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Ken Ballin New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Client Service Officer • Fisher • Army Lieutenant Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Customer Service • Financial Manager

Experience & Education

Position:
Vice-President at Coverall Brokerage Co. Inc.
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Coverall Brokerage Co. Inc. - Flushing, NYVice-Presidentsince Aug 2012OwR Opinion Broker2012 - 2013
Languages:
German
Have since obtained my CFP
Full Profile

Bill Wu Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Advisor • Vice President • Chief Executive • Customer Service • Analysts • Team Member • Operations Manager

Experience & Education

Work

Company:
Independent
Financial consultant
Company:
Hsbc private bank, international private bank - New York, NY
Vice president, junior relationship manager

Skills

Languages: Bilingual English and Mandarin fluencies; native Taiwanese speaker and professional...
Full Profile

Kenneth Bigel Flushing, NY

Professions & Specialties

Associate Professor • Lecturer • Postsecondary Teacher • Chairperson • Chief Executive • Security • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Professor and Chair of Business Department at Touro College, Adjunct Professor at New...
Title:
Associate Professor and Chair of Business Department at Touro College
Location:
Flushing, New York
Industry:
Education Management
Work history:
Touro College Associate Professor and Chair of Business Departmentsince Sep 2000New York University, Stern School Adjunct Professorsince Sep 1994
Languages:
Hebrew (fluent), conversational Spanish, a little Japanese
Certifications:
Certified Financial Planner (CFP), Certified Financial Planner Board of Standards
Full Profile

Luna Zhong Flushing, NY

Professions & Specialties

Puchasing and Estimating Manager • Analyst • Apprentice • Analysts • Student Worker • Visual Basic Developer • Software Developer • Software Developers • Deputy Manager • Financial Manager • Chief Executive • Master of Science • Sales Representative

Experience & Education

Work

Company:
Jade capital management llc
Analyst
Company:
Industrial and commercial bank of china (asia) limited - Hong Kong
Summer intern, corporate banking i department

Skills

Certified Financial Planner (Intermediate) November 2010
English (Proficient): GMAT 710 /...
Full Profile

William Jong Flushing, NY

Professions & Specialties

Puchasing and Estimating Manager • Investment Analyst • Instructor • Pedagogue • English Language Teacher • High School Teacher • Secondary School Teacher • Manager • Financial Manager • Operations Manager • Counselor • Advisor • Bachelor of Business Administration • Financial Analyst

Experience & Education

Work

Company:
Indochina sino-american community center
Esl instructor (part-time)
Company:
Port of entry program - Flushing, NY
Esl instructor
Full Profile

Certified Financial Planners near Flushing, NY04258501,2751,7002,125New YorkBrooklynBronxLong Island CityJamaicaGreat Neck


Certified Financial Planners around Flushing, NY

Bronx  (7)
Brooklyn  (16)
Great Neck  (1)
Jamaica  (3)
New York  (2,121)

Certified Financial Planners in New York

Sub-specializations