Jamaica, NY
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Updating Financial Advisors
As a Chartered Retirement Planning Counselor CRPC and with over 27 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Tax Planning
Kimberly Judd-Ellis is licensed as a financial advisor and is based out of New York, NY. Ellis works for Axiom Capital Management and has successfully completed the Series 7, 63,... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning
Kean Amaral focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Zachary has over 12 years of comprehensive professional experience in the financial services industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup... show more
Specialties: Annuities‚ Health Insurance‚ Life Insurance
Jen Auerbach-Rodriguez is Managing Director, Head of Strategic Growth Markets, Merrill Lynch Wealth Management. Jen operates out of New York, NY. She has successfully completed the Series 3, 7, 66... show more
Specialties: Asset Management
John Beriau is the founder and leader of the Beriau Consulting Group, a distinguished wealth management team in New York, with strong regional ties in Texas, Massachusetts and North Carolina.... show more
Specialties: College Planning‚ Employee Benefit Plans‚ Retirement Planning
Stuart Alter is licensed as a financial advisor and is based out of New York, NY. Alter works for Morgan Stanley and has successfully completed the Series 7, 31, 63,... show more
Specialties: Asset Management
Mike Bosl offers total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: Retirement income solutions, Estate strategies, Employee benefit and... show more
Specialties: Employee Benefit Plans‚ Estate Planning‚ Retirement Planning
Theresa Consola is licensed as a financial advisor and is based out of New York, NY. Consola works for Merrill Lynch, Pierce, Fenner & Smith Incorporated and has successfully completed... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Julio Dagraca is Managing Director at Citigroup Global Markets Inc. and is based out of New York, NY. Dagraca has successfully completed the Series 3, 7, 24, 63, and SIE... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
