Prime Capital Services

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Prime Capital Services Employees

Employee
Years
Job
Industry
Ken Levin Ken Levin Fort Myers, Florida Details
Ken Levin's Prime Capital Services Experience 1999 - 2006
Job Principal at Schlager Schlager & Levin
Industry Financial Services
Experience
Schlager Schlager & Levin   July 2006 - Present
Prime Capital Services   1999 - 2006
Washington Square Securities  1996 - 1999

Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Life Insurance, Life Insurance Policy..., Succession Planning, 401k Rollovers, Income Protection

Education
The American College

Atar Kishon Atar Kishon Hollywood, Florida Details
Atar Kishon's Prime Capital Services Experience May 2010 - February 2014
Job Ora et Labora "The growth of metals is a slow process hastened only by the addition of Patience"
Industry Writing and Editing
Experience
Curtain Call Playhouse   April 2003 - Present
PazTax LLC   2014 - Present
Journey of Exploration   2012 - Present
Prime Capital Services   May 2010 - February 2014

Skills
Theatre, Dance, Creative Writing, Microsoft Office, Office Management, Public Speaking, Experience Working with..., Theatrical Production, Set Design, Microsoft Excel, Outlook, Microsoft Word, Data Entry, PowerPoint, Time Management, Invoicing, Accounting, Access, QuickBooks, Windows, Teamwork, Drama, Community Theatre, Acting, Belly Dance, Fiction Writing, Poetry, Stage Lighting, Stage, Music, Teaching, Marketing, Proofreading, Musical Theatre

Education
Florida International University
Linguistics

Thomas Porretto Thomas Porretto Marlboro, New York Details
Thomas Porretto's Prime Capital Services Experience June 1998 - November 2013
Job Compliance Associate New York Life Insurance Company
Industry Financial Services
Experience
Financial Services Institution   Compliance AssociateNYLIFE Securities LLC2014 - 2015
Prime Capital Services   June 1998 - November 2013
LT Lawrence and Company   May 1997 - May 1998
First United Equities Corp.   January 1996 - May 1997
Auerbach, Pollack and Richardson Inc.   February 1993 - January 1996
Nathan and Lewis Securities Corp.   November 1991 - February 1993
Robb, Peck, MCooey Specialist Corp.   May 1991 - November 1991
New York Stock Exchange Inc.  November 1989 - May 1991
Smith Barney, Harris Upham and Co.   May 1987 - November 1989

Skills
Series 63, Securities, Series 7, FINRA, Series 24, Mutual Funds, Accounting, Financial Advisory, Fixed Income, Series 65, AML, Investment Advisory, Strategic Financial..., Retirement Planning, Trading, Broker-Dealer, IRAs, Uniform Combined State..., Asset Management, Variable Annuities, Equities, Bonds, 401k, Alternative Investments, Fixed Annuities, Life Insurance, Portfolio Management, Series 6, Corporate Actions, Asset Allocation, Investment Strategies, Financial Services, Valuation, Investments, Stocks, Retirement, Wealth Management, Securities Regulation, Financial Planners

Education
New York University School of Continuing Education   1988 — 1990
Certificate in Financial Markets

Dutchess Community College   1981 — 1985
Associate of Applied Science, Data Processing

Marlboro Central High School   1977 — 1981

Scott G. Weiss, CFP® Scott G. Weiss, CFP® Mahopac, New York Details
Scott G. Weiss, CFP®'s Prime Capital Services Experience March 2010 - December 2011
Job CERTIFIED FINANCIAL PLANNER™, Director of Financial Planning, and Partner at Weiss Financial Group (RIA)
Industry Financial Services
Experience
Weiss Financial Group   October 2011 - Present
Weiss Advisory Group, LLC   December 2010 - December 2011
Asset & Financial Planning, Ltd.   December 2010 - December 2011
Prime Capital Services   March 2010 - December 2011
Money Magazine  November 2002 - December 2009
Mutual Funds Magazine  January 2000 - November 2002
Wing Kosner, LLC   January 1999 - 2000
Pearson North America  January 1996 - December 1999

Skills
Holistic Financial..., Retirement Planning, Investment Advisory, College Education..., Wealth Management, Wealth Accumulation..., Asset Managment, Personal Financial..., College Funding..., Wealth Preservation..., Investments, Certified Financial..., Asset Allocation, Education Funding, Financial Advisory, Licensed Life Insurance..., Personal Finance, College Savings Plans, Traditional IRA, 401k Rollovers, Securities, Asset Planning, Simple IRA, 401k, 403 b, SEP IRA, Series 7, Uniform Combined State..., Junxure, Moneyguide Pro, FPA

Education
Kaplan University: School of Professional and Continuing Education   2010 — 2012
Cetificate in Financial Planning, Financial Planning and Services

State University of New York at New Paltz   1993 — 1996
Bachelor of Fine Arts, Graphic Design

Mahopac High School   1988 — 1992
Diploma

Cheryl Canzanella, LUTCF Cheryl Canzanella, LUTCF Jacksonville, Florida Area Details
Cheryl Canzanella, LUTCF's Prime Capital Services Experience October 2008 - September 2009
Job Brokerage Director: Your source for MassMutual Life, LTC, Disability & Fixed Annuities
Industry Financial Services
Experience
MassMutual-Financial Design Associates   April 2012 - Present
NAIFA Jacksonville   2010 - Present
WIFS Northeast Florida   August 2011 - Present
NAIFA-Florida   2013 - Present
New England Financial  March 2010 - March 2012
Prime Capital Services   October 2008 - September 2009
Mutual Service Corporation  March 2007 - June 2008
VALIC  February 2005 - March 2007
Merrill Lynch  1999 - 2005

Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth

Education
The American College   2014 — 2016
CLU

The American College   2011 — 2013
LUTCF

Palm Beach Atlantic University   2002 — 2003
Bachelor, Organizational Management

Ernesto Cuevas Ernesto Cuevas Naples, Florida Details
Ernesto Cuevas's Prime Capital Services Experience December 2009 - 2012
Job Private Banker
Industry Banking
Experience
Wells Fargo  2013 - Present
Prime Capital Services   December 2009 - 2012

Skills
Life & Health Insurance..., Series 7, Fixed Annuities, FINRA, Alternative Investments, Retirement Plan..., Investment Strategies, Financial Advisory, College Savings Plans, Whole Life, Wealth Accumulation, Term Life Insurance, Bonds, Licensed Life, Variable Annuities, Investments, Roth IRA, IRAs, Life Insurance, Long Term Care Insurance, Securities, Mutual Funds, Long-term Care, 63 Licenses, Series 65, 529 Plans, Investment Advisory, Wealth Management, Asset Allocation

Education
Edison Community College

R. Bruce Baird, ChFC,CIMA R. Bruce Baird, ChFC,CIMA Sarasota, Florida Area Details
R. Bruce Baird, ChFC,CIMA's Prime Capital Services Experience June 2007 - November 2012
Job Investment Advisor Representative, John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network  November 2012 - Present
Prime Capital Services   June 2007 - November 2012
Morgan Stanley  January 1998 - May 2007

Education
University of Pennsylvania   1986 — 1987
Master's degree, City/Urban, Community and Regional Planning

University of Pennsylvania   1982 — 1986
Bachelor of Arts

Charles Atkins Charles Atkins Greater New York City Area Details
Charles Atkins's Prime Capital Services Experience June 2005 - February 2012
Job Compliance/Client Services
Industry Financial Services
Experience
Miller/Howard Investments  February 2012 - Present
Prime Capital Services   June 2005 - February 2012
Prime Capital Services   July 2005 - June 2007
Gilman Ciocia  October 2003 - July 2005

Skills
Compliance, Staff Training, Registration

Education
State University of New York Maritime College   1993 — 1998
Facilities Engineering

Jeff Orlouski Jeff Orlouski Greater New York City Area Details
Jeff Orlouski's Prime Capital Services Experience December 2012 - Present
Job Trader at Prime Capital Services
Industry Financial Services
Experience
National Asset Management, Inc.   October 2013 - Present
Prime Capital Services   December 2012 - Present
Toussaint Capital Partners  March 2011 - April 2012
Toussaint Capital Partners  April 2010 - April 2012
Bank of New York Mellon  February 2005 - December 2008
Allstate Financial Services  July 2001 - December 2004
Ameritrade  1998 - 2002

Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA

Education
University of Nebraska-Lincoln
B.S, Finance

Joseph Napolitano Joseph Napolitano Greater New York City Area Details
Joseph Napolitano's Prime Capital Services Experience November 2003 - March 2012
Job Regional Supervisory Officer/ Operations Manager
Industry Financial Services
Experience
National Asset Management, Inc.   August 2014 - Present
National Securities Corp.  August 2013 - Present
Gilman Ciocia  January 2013 - November 2013
Prime Capital Services   November 2003 - March 2012

Skills
Series 7, Series 66, Series 24, Series 4, Series 53, FINRA, Investment Advisory, Options, Trading, Securities, Wealth Management, Mutual Funds, Financial Services, Equities, Bonds, ETFs, Stocks, Variable Annuities, Asset Management, Investments, Alternative Investments, Fixed Annuities, Series 63, Uniform Combined State..., Series 65

Education
Dutchess Community College   2000 — 2003