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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
James M Sexton Iii is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. James Sexton operates out of Buffalo,... show more
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
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
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
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
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
Scott Mackenzie is a financial advisor with Morgan Stanley Smith Barney LLC primarily works with Individuals, High Net Worth Individuals. Scott Mackenzie operates out of Syracuse, NY.
