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2 advisors near New York, NY
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Joseph F
Series 66
New York, NY
Diversify Advisory Services, LLC
Joseph Finnerty is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Equitable Advisors, and Axa Advisors LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using various internal and third-party platforms and offers a wide range of investment strategies and services.
Jeremy V
Series 66
New York, NY
Diversify Advisory Services, LLC
Jeremy Vidaic is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC and B. Riley Wealth Management. His background also includes roles outside the financial sector, such as work at Rutgers University and the UPS Store. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of models and platforms, offering a broad range of investment instruments and strategies.
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2 advisors near New York, NY
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