Securities Information Syracuse NY

Actually, the concept of securitiesActually, the concept of securities is not terribly complicated. In fact, a stock is a kind of security. In the financial sense, a security is defined as a document that represents ownership of a given asset. In addition to stocks, securities assign ownership of bonds, treasury certificates and more. is not terribly complicated. In fact, a stock is a kind of security. In the financial sense, a security is defined as a document that represents ownership of a given asset. In addition to stocks, securities assign ownership of bonds, treasury certificates and more.

Morgan Stanley
(800) 755-5451
250 So. Clinton St. Suite 500
Syracuse, NY
 
Mr. Jesse B. Mackey (RFC®), MBA
(516) 677-5034
80 Crossways Park West
Woodbury, NY
Company
Park Avenue Securities, LLC
Qualifications
Education: MBA from Thunderbird School of Global ManagementBA in Economics from Colgate University
Years of Experience: 7
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Ms. Beth L. Blecker (RFC®), CSA
(845) 627-8300
One Blue Hill Plaza #1576
Pearl River, NY
Company
Eastern Planning, Inc.
Qualifications
Education: AA, BA
Years of Experience: 19
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Compensation Plans

Data Provided by:
Mr. Gregory Lee Schaffer (RFC®), CFP
(585) 621-3300
3205 Mount Read Blvd.
Rochester, NY
Company
Schaffer & Company Asset Management, Inc.
Qualifications
Education: St. John Fisher College & Kaplan University
Years of Experience: 20
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accoun

Data Provided by:
Mr. William A. Mack (RFC®), CHFC, CLU
(518) 372-6996
1574 Union St
Schenectady, NY
Company
Wealth Advisory & Management Corp of America
Qualifications
Education: BS Education from Central Connecticut State University. ChFC & CLU from The American College.LTCP from the Health Insurance Association of America
Years of Experience: 42
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Richard A. Fallica (RFC®), CEP
(631) 979-6161
P.O. Box 728
Smithtown, NY
Company
Design Capital Planning Group, Inc.
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided by:
Mr. Michael W. Diaz (RFC®)
(631) 478-6771
150 Motor Pkwy Ste 200
Hauppauge, NY
Company
Sound Wealth Financial Group
Qualifications
Education: State University of New York @ Buffalo
Years of Experience: 2
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
MaryJo Romano (RFC®), MBA
(914) 305-9069
800 Westchester Avenue
Rye Brook, NY
Company
Sagemark Consulting-Lincoln Financial Advisors
Qualifications
Education: BA, MBA
Years of Experience: 19
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Mr. Brian D. Schmidt (RFC®), CFP
(607) 754-7222
1405 Davis Ave
Endwell, NY
Company
United Advisors, LLC.
Qualifications
Education: BA, St. Michael's College, VTMA, Villanova University, PA
Years of Experience: 3
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Mr. Eric W. Szczurowski (RFC®), CFP
631 770 0335 x34
445 Broadhollow Rd Ste 120
Melville, NY
Company
Ameriprise Financial
Qualifications
Years of Experience: 8
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Data Provided by:

Securities Information

For the uninitiated, the stock market and all of the terms associated it can be as clear as mud. While most of us have a basic understanding of stocks themselves, our eyes tend to glaze over when presented with related concepts. So if you have no idea what securities are, you’re certainly not alone.

Actually, the concept of securities is not terribly complicated. In fact, a stock is a kind of security. In the financial sense, a security is defined as a document that represents ownership of a given asset. In addition to stocks, securities assign ownership of bonds, treasury certificates and more.

Some securities are issued to people chosen by the issuer. This is called private placement, and an example is stock in a privately held corporation. Privately placed securities may not usually be publicly traded on the stock market.

Securities that may be traded publicly are called public offer securities. This is the type of security that is traded on Wall Street. The issuer makes a certain number of shares available in an initial public offering, or IPO. These shares may then be traded among investors. The issuer may later decide to issue more shares.

Securities may be registered, or they may be bearer instruments. Registered securities bear the name of the holder, and they are also registered by the issuer or his agent. Bearer securities may be freely traded without consulting the issuer. Bearer securities are uncommon in the United States, and are restricted in most countries.

Securities themselves are quite simple. They are merely documents that entitle someone to a specific investment. The practice of trading securities is also relatively simple. Of course knowing what to buy and when to sell is the real challenge. An investment professional can help you get started with securities, and once you know the ropes, trading them on your own can be quite lucrative.

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