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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
Paul Kruger (CRD# 2181160) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Amsterdam, NY and has over 32 years of experience in the finance industry.
Gerard Murray (CRD# 1074312) is an Investment Advisor Representative working at Patriot Asset Management, Inc. in Tribes Hill, NY and has over 17 years of experience in the finance industry.
Michael Parker (CRD# 3016685) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johnstown, NY and has over 23 years of experience in the finance industry.
Johnathon Perog (CRD# 7339664) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Delanson, NY and has over 2 years of experience in the finance industry.
Ronald Reale (CRD# 2305671) is an Investment Advisor Representative working at Avantax Advisory Services in Gilboa, NY and has over 25 years of experience in the finance industry.
Jenny Rulison-Fisch (CRD# 6348996) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Amsterdam, NY and has over 9 years of experience in the finance industry.
Lawrence Spagnola (CRD# 1398285) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amsterdam, NY and has over 38 years of experience in the finance industry.
Mark Spagnola (CRD# 2983817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amsterdam, NY and has over 26 years of experience in the finance industry.
Jason Tabor (CRD# 4688125) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cooperstown, NY and has over 20 years of experience in the finance industry. Jason Tabor 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.
Daniel West (CRD# 5523843) is an Investment Advisor Representative working at West Financial Planning in Cherry Valley, NY and has over 15 years of experience in the finance industry. Daniel West 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.