Stephen P. Ziniti, CFP®, CSA, CLTC, CRPC®

Stephen P. Ziniti, CFP®, CSA, CLTC, CRPC®

Partner & Registered Representative

The Certified Financial Planner® designation was conferred by Adelphi University in 1982 and included courses on investment alternatives, management of income and taxation, insurance risk and management, and client counseling.

The Certified Senior Advisor designation was received from the Society of Certified Senior Advisors in 1999. The coursework for this designation includes classes in many areas of specific concern to seniors.

The Certified in Long-Term Care designation was received from the Corporation For Long-Term Care in 2003 and included classes on the effects of living a long life on family and friends.

The Chartered Retirement Planning Counselor® certificate was awarded by the College for Financial Planning in 2009 that contained courses centered around retirement planning. 

The Master of Business Administration degree was received from St. John's University in 1975.
The Bachelor of Arts degree in Psychology was earned from St. John's University in 1970.
 

Registered Representative of American Portfolios Financial Services, Inc., main office at 4250 Veterans Memorial Hwy., Holbrook, NY 11741 since 2002. Registered Representative with Nathan & Lewis Securities, Inc., from 1985 to 2002.  Registered Representative of First Investors Corporation from 1977 to 1985.

Phone (516) 616-7000 ext.101