Jason Bimonte, Cfp®

Jason Bimonte, Cfp® Email and Phone Number

Director | Shelter Rock Financial Group @ Shelter Rock Financial Group
Mineola, New York
Jason Bimonte, Cfp®'s Location
New York City Metropolitan Area, United States
Jason Bimonte, Cfp®'s Contact Details

Jason Bimonte, Cfp® work email

Jason Bimonte, Cfp® personal email

n/a

Jason Bimonte, Cfp® phone numbers

About Jason Bimonte, Cfp®

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.

Jason Bimonte, Cfp®'s Current Company Details
Shelter Rock Financial Group

Shelter Rock Financial Group

View
Director | Shelter Rock Financial Group
Mineola, New York
Employees:
2
Jason Bimonte, Cfp® Work Experience Details
  • Shelter Rock Financial Group
    Certified Financial Planner™ Professional
    Shelter Rock Financial Group Jun 2013 - Present
    Shelter 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
  • Wealth Vision Group
    Financial Advisor
    Wealth Vision Group Feb 2011 - Jun 2013
  • Société Générale
    Vice President, Equity Finance Trader
    Société Générale Oct 2005 - Mar 2009
  • Jpmorganchase
    Vice President, Equity Finance
    Jpmorganchase Jun 2001 - Oct 2005
  • The Asahi Bank Ltd
    Senior Auditor
    The Asahi Bank Ltd Feb 1999 - May 2001
    .
  • Bank Of New York Mellon
    Staff Auditor
    Bank Of New York Mellon Jun 1997 - Feb 1999

Jason Bimonte, Cfp® Skills

Investments Securities Financial Services Equities Series 7 Series 63 Asset Management Retirement Portfolio Management Trading Retirement Planning

Jason Bimonte, Cfp® Education Details

  • Manhattanville College
    Manhattanville College
    Finance

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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