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Retail Financial Advisors in US

New York Retail Financial Advisors Directory

Trustoria includes a professional profile for nearly every Retail Financial Advisor in New York.

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11 results found

Chad Wiedemann New York, NY

Professions & Specialties

Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered CSA at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Registered CSAsince May 2011AXA Advisors, LLC Retail Financial AdvisorSep 2007 - Sep 2009
Full Profile

Glenn Schaul New York, NY

Professions & Specialties

Financial Consultant • Retail Financial Advisor • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist • Relationship Manager • Agent • Sales Agent • Account Service Manager • Client Service Officer • Sales Representative • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President - Relationship Manager at Albridge, an Affiliate of Pershing
Title:
Relationship Manager at Albridge, an Affiliate of Pershing
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Albridge, an Affiliate of Pershing - Lawrenceville, NJVice President - Relationship Managersince Nov 2011Chase Investment Services - New JerseyVP Financial AdvisorApr 2010 - Nov 2011
Skills:
Business Development, Sales, Investments, Management, Financial Services, Finance
Full Profile

John Lepore New York, NY

Professions & Specialties

Financial Consultant • Retail Financial Advisor • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisory at Stifel Financial Corp.
Title:
Financial Advisory at Stifel Nicolaus & Company, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. Financial Advisorysince Jan 2012Morgan Stanley Private Wealth Management Financial AdvisorJan 2011 - Dec 2011
Full Profile

Sam Konigsberg New York, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Volunteer • Representative • Team Member • Non-Profit • Founder • Founding Member • Chief Executive • Retail Professional • Sales Support • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Sports Game Coach • Property Manager • Real Estate Manager

Experience & Education

Position:
Internal Wholesaler - Mutual Funds and Private Client Accounts at BlackRock
Title:
Associate Asset Management Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
BlackRock Internal Wholesaler - Mutual Funds and Private Client Accountssince Apr 2011BlackRock Sales Support RepresentativeJan 2010 - Mar 2011
Skills:
Series 7, Mutual Funds, Uniform Combined State Law, Separately Managed Accounts, Financial...
..in the sales cycle of a high net worth retail financial advisor
Full Profile

Rod Chadehumbe New York, NY

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Security • Product Specialist • Agent • Sales Representative • Financial Manager • Marketing Manager • Bookkeeper

Experience & Education

Position:
Portfolio Manager at First Investors Management Company
Location:
New York, New York
Industry:
Investment Management
Work history:
First Investors Management Company - Greater New York City AreaPortfolio Managersince Dec 2012Fifth Third Asset Management Fixed Income Portfolio ManagerFeb 2008 - Sep 2012
Retail Financial Advisor
Full Profile

Roy Mabrey New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Sales Representative • Chief Executive

Experience & Education

Position:
Insurance Specialist/ Financial Advisor at Benecept Consultants
Title:
Insurance Advisor at Benecept Consultants
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Benecept Consultants - Red Bank, NJInsurance Specialist/ Financial Advisorsince Aug 2011Northeast Planning Corporation Financial Advisor/ Retail Insurance ProductsJul 2010 - Aug 2011
Retail Financial Advisor at UBS Securities
Full Profile

Jason Navolio Rochester, NY

Professions & Specialties

Financial Consultant • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Group Manager • Chief Executive • Area Manager • Managers • Human Resources Specialist • Recruitment • School Principal • School Administrator • Educational Manager • Master of Business Administration • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Banking Group Manager at Citizens Private Bank and Trust
Title:
Private Banking Group Manager at Citizens Private Bank and Trust RBS Americas (Citizens and Charter One)
Location:
Rochester, New York Area
Industry:
Investment Management
Work history:
Citizens Private Bank and Trust - Citizens/Charter One NY, NJ, DE, PA, OH, MI, and ILPrivate Banking Group Managersince Nov 2011J.P. Morgan Investment Area Manager2010 - Nov 2011
Full Profile

Helen Harrison New York, NY

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Corporate Marketing Manager at Accenture
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
Accenture Corporate Marketing Managersince May 2006Friends Provident Marketing ManagerOct 2005 - May 2006
Full Profile

Laurence Mcdonald New York, NY

Professions & Specialties

Retail Financial Advisor • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Co-Founder • Chief Executive • Founder • Founding Member

Experience & Education

Title:
Sr. VP: Credit, Sales and Trading at Newedge
Location:
Greater New York City Area
Industry:
Financial Services
Full Profile

Helen Harrison-Sr New York, NY

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Counselor • Advisor • Customer Service

Experience & Education

Title:
Corporate Marketing Manager at Accenture
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Full Profile

Cecil Brandon New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Retail Investment Officer • Loan Officer • Retail Financial Advisor • Financial Adviser • Loan Officers • Independent Consultant • Counselor • Independent Contractor • Philanthrope • Organization Management • Advisor • Contractor • Non-Profit • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Marketing Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Financial Advisor at Merrill Lynch, Financial Advisor at Global ...
Title:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisorsince Mar 2006Global Private Client Group Financial Advisorsince Mar 2006
Full Profile