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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
John Bopp (CRD# 2991821) is an Investment Advisor Representative working at Key Investment Services LLC in Copake, NY and has over 26 years of experience in the finance industry.
John Heitzman (CRD# 6228193) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Copake, NY and has over 10 years of experience in the finance industry.
Robert Abel (CRD# 4397867) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 22 years of experience in the finance industry.
Reisa Adato (CRD# 5619407) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 15 years of experience in the finance industry.
James Armstrong (CRD# 3149349) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 25 years of experience in the finance industry.
Brian Astorino (CRD# 4438615) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 22 years of experience in the finance industry.
John Barry (CRD# 2576952) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 29 years of experience in the finance industry.
Allison Becker (CRD# 6239754) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 5 years of experience in the finance industry.
Kenneth Beesmer (CRD# 2296782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 31 years of experience in the finance industry.
Salvatore Bocchimuzzo (CRD# 2075376) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 33 years of experience in the finance industry. Salvatore Bocchimuzzo 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.