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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Constanza Low (CRD# 4490651) is an Investment Advisor Representative working at Knickerbocker Advisors Inc. in Pine Plains, NY and has over 20 years of experience in the finance industry.
John Henry Low (CRD# 2574180) is an Investment Advisor Representative working at Knickerbocker Advisors Inc. in Pine Plains, NY and has over 20 years of experience in the finance industry.
Veronica Mangione (CRD# 5435145) is an Investment Advisor Representative working at Key Investment Services LLC in Valatie, NY and has over 16 years of experience in the finance industry.
Michelle Martin (CRD# 3165837) is an Investment Advisor Representative working at Commonwealth Financial Network in Rhinebeck, NY and has over 25 years of experience in the finance industry.
Stephen Mazzei (CRD# 1703357) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kingston, NY and has over 36 years of experience in the finance industry.
John Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry. John Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Philip Oppenheimer (CRD# 353146) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in Lakeville, CT and has over 44 years of experience in the finance industry.
Stanley Paddock (CRD# 2244217) is an Investment Advisor Representative working at Gwn Securities Inc. in Castleton-On-Hudson, NY and has over 31 years of experience in the finance industry.
Kathleen Peer (CRD# 1201001) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 40 years of experience in the finance industry.
Douglas Petersen (CRD# 361162) is an Investment Advisor Representative working at Amidon & Petersen Financials, LLC in Niverville, NY and has over 32 years of experience in the finance industry.