Financial ADVSR advisor directory · SEC adviser records
First Financial Services financial advisors in Hauppage, NY
Every SEC-registered investment adviser representative at a First Financial Services office in Hauppage, A to Z.
The short answer
3 registered advisors work at First Financial Services in Hauppage, out of 3 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
First Financial Services advisors in Hauppage, A to Z
Every First Financial Services advisor →- Patricia A. CocozzaAlso a broker rep
- Donald A. Donnelly Jr.Also a broker rep
- James A. WebsterAlso a broker rep
First Financial Services advisors in every city and state →Advisor Moves: who changed firms this week →
Questions
How many financial advisors does First Financial Services have in Hauppage?
3 investment adviser representatives are registered at First Financial Services offices in Hauppage, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is First Financial Services one of the largest advisor employers in Hauppage?
First Financial Services ranks number 1 in Hauppage by registered advisors, ahead of every other firm.
How do I check a First Financial Services advisor in Hauppage?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the First Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.