Jason Bimonte, Cfp® Email and Phone Number
Jason Bimonte, Cfp® work email
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Jason Bimonte, Cfp® personal email
Jason Bimonte, Cfp® phone numbers
It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of our broker-dealer, please go to: http://www.royalalliance.com/sites/royalalliance.com/files/docs/Privacy-Policy-RAA.pdfIMPORTANT: We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site. “Likes”, “Favorites” or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by Royal Alliance Associates. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Jason Bimonte.”In certain instances, direct messages may be sent through social media sites. Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.
Shelter Rock Financial Group
View- Website:
- shelterrockfinancialgroup.com
- Employees:
- 2
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Certified Financial Planner™ ProfessionalShelter Rock Financial Group Jun 2013 - PresentShelter Rock Financial Group is dedicated to providing our clients customized investment solutions with outstanding service and professionalism. Our independence and adherence to the highest standards of integrity are the keys to our success. We strive to build long-term relationships with our clients, creating a foundation of trust, and a culture that promotes ongoing education and communication. Our mission is to help each client achieve their goals, financial independence throughout retirement, and efficient wealth distribution.www.shelterrockfinancialgroup.com410 E Jericho TurnpikeMineola, NY 11501516-667-6896Securities, insurance and advisory services offered through Royal Alliance Acssociates, Inc., member FINRA/SIPC. Shelter Rock Financial Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor -
Financial AdvisorWealth Vision Group Feb 2011 - Jun 2013
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Vice President, Equity Finance TraderSociété Générale Oct 2005 - Mar 2009 -
Vice President, Equity FinanceJpmorganchase Jun 2001 - Oct 2005 -
Senior AuditorThe Asahi Bank Ltd Feb 1999 - May 2001.
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Staff AuditorBank Of New York Mellon Jun 1997 - Feb 1999
Jason Bimonte, Cfp® Skills
Jason Bimonte, Cfp® Education Details
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Manhattanville CollegeFinance
Frequently Asked Questions about Jason Bimonte, Cfp®
What company does Jason Bimonte, Cfp® work for?
Jason Bimonte, Cfp® works for Shelter Rock Financial Group
What is Jason Bimonte, Cfp®'s role at the current company?
Jason Bimonte, Cfp®'s current role is Director | Shelter Rock Financial Group.
What is Jason Bimonte, Cfp®'s email address?
Jason Bimonte, Cfp®'s email address is ja****@****lic.com
What is Jason Bimonte, Cfp®'s direct phone number?
Jason Bimonte, Cfp®'s direct phone number is +151667*****
What schools did Jason Bimonte, Cfp® attend?
Jason Bimonte, Cfp® attended Manhattanville College.
What skills is Jason Bimonte, Cfp® known for?
Jason Bimonte, Cfp® has skills like Investments, Securities, Financial Services, Equities, Series 7, Series 63, Asset Management, Retirement, Portfolio Management, Trading, Retirement Planning.
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