AXA Advisors, LLC - Long Island Branch

Christopher Barber
Executive Vice President

Ferdinand Ruplin, ChFC, CLU
Executive Vice President


 Lake Success  
 Phone: 516-488-1000  
 Fax:     516-488-1081

 Melville
 Phone: 631-424-6000  
 Fax:     631-424-0345


Welcome to AXA Advisors Long Island Branch’s Web Site

With approximately 350 financial professionals and 30 staff members, AXA Advisors’ Long Island Branch is proud to serve the Long Island community with two office locations in Lake Success and Melville. When you work with us you will be establishing a personal relationship with a knowledgeable financial professional – a trusted ally who will take the time to understand your unique investment objectives, someone who can provide access to the capabilities of a global resource. Working together, we can define a strategy and create a road map that can help you build your financial future. To ensure that our financial professionals stay on top of their field, many regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter (CLU) profesional designation of the American College
  • Chartered Financial Consultant (ChFC) profesional designation of the American College
  • Master of Science in Financial Services (MSFS)
  • FINRA Registrations: Series 6, Series 7, and Series 66

Maintaining solid professional foundations are extremely important. Many of our financial professionals are members of:

  • The Million Dollar Round Table
  • Nassau Association of Life Underwriters
  • Suffolk Association of Life Underwriters
  • The Estate Planning Council
  • Association of Certified Financial Planners

As one of the largest financial service organizations on Long Island, AXA Advisors provides opportunities for motivated, focused and enthusiastic professionals seeking entrepreneurial challenge and who have the desire to help others work toward their financial goals. Feel free to visit the professional opportunity section of this web site for more information.*

Believing in giving back to the community, financial professionals of the Long Island Branch are civic-minded leaders who are members of many local and charitable organizations. In almost every community, there’s an AXA Advisors financial professional giving of his or her time to make Long Island a better place to live.



*AXA Advisors, LLC, is an Equal Opportunity Employer  and Affirmative Actrion- M/F/D/V

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 
Lake Success   Phone: 516-488-1000  Fax: 516-488-1081
Melville           Phone: 631-424-6000  Fax: 631-424-0345

Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

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Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Are Target-Date Funds Off Target?

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