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. John J. Hopkins (RFC®)
(631) 870-0322
445 Broad Hollow Road
Melville, NY
Company
JJH Financial Services
Qualifications
Education: Virginia Military Institute, BS. Adelphi University, MS.Certificate in Financial Planning
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, 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:
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. Gregg Pajak (RFC®), CHFC
(877) 494-9366
150 Motor Parkway Suite 401
Hauppague, NY
Company
WizdomTree Benefit Solutions Inc.
Qualifications
Education: ChFCRFCSeries 7Series 63Life/Health
Years of Experience: 8
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. David Bendix (RFC®), CFP, CPA
(516) 228-8300
585 Stewart Ave., Suite #314
Garden City, NY
Company
The Bendix Financial Group
Qualifications
Education: B.S.
Years of Experience: 25
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Vincent M. DAddona (RFC®), CHFC, CLU, MSFS
(212) 701-7903
140 Broadway
New York, NY
Company
Strategies for Wealth Creation & Protection
Qualifications
Education: Masters of Science in Financial Services
Years of Experience: 29
Membership
IARFC, MDRT, FPA, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Michael H. Fliegelman (RFC®), CHFC, CLU
(631) 806-3568
5 Harborfields Ct
Greenlawn, NY
Qualifications
Years of Experience: 24
Membership
IARFC, NAIFA, GAMA
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, Mortgage Loans, 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:
Mr. Daniel F. Spagnolo (RFC®), MBA
631 439 4600 x336
4250 Veterans Memorial Hwy Ste 420E
Holbrook, NY
Company
Dynamic Financial Services, Ltd.
Qualifications
Education: BA...Accounting (Queens College)MBA..Finance (St John's Univ)
Years of Experience: 10
Membership
IARFC
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Harlan J. Fischer (RFC®), CHFC, CLU, LUTCF
(631) 979-6000
50 Route 111, Suite 206
Smithtown, NY
Company
Branch Financial Services, Inc.
Qualifications
Education: BS
Years of Experience: 38
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, 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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