Broker Check

Our Team

Shane H. Siederman, ChFC®

Chartered Financial Consultant

718-833-4901

718-833-4903

[email protected]

Shane H. Siederman has acquired his Series 7, 63, 65 registrations held through TD Ameritrade, and Life and Health Insurance licenses. Spending part of his career at Citigroup/Citicorp Investment Services, Shane managed over 1,500...
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Jason D’Amelio, RFC®

Registered Financial Consultant

718-833-4901

718-833-4903

[email protected]

A native New Yorker and St. Johns Tobin College of Business graduate, Jason D’Amelio started his career at Citicorp Investment Services in 2003. After amassing a great reputation as a Financial Advisor for his work ethic and...
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Mary Koren

718-833-4901

718-833-4903

[email protected]

Mary is a 40 year veteran of the banking, financial services industry . Mary is an administrative associate and so much more. Shane claims she is the best relationship manager ever. Clients appreciate Mary and she remembers every...

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