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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
James Loehle (CRD# 1058775) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 33 years of experience in the finance industry.
Richard Martin (CRD# 1536729) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 37 years of experience in the finance industry.
William Niederauer (CRD# 4219481) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 20 years of experience in the finance industry.
Jennifer Paolicelli (CRD# 2151893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 26 years of experience in the finance industry.
Sandeepkumar Patel (CRD# 2534045) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 28 years of experience in the finance industry.
Roger Pikul (CRD# 4774385) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 19 years of experience in the finance industry.
Christopher Pollard (CRD# 5603384) is an Investment Advisor Representative working at Great Path Planning in Goshen, NY and has over 15 years of experience in the finance industry. Christopher Pollard 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.
James Pucci (CRD# 368585) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Goshen, NY and has over 34 years of experience in the finance industry.
Jason Pucci (CRD# 2239804) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Goshen, NY and has over 30 years of experience in the finance industry.
Michael Rundle (CRD# 1723710) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 27 years of experience in the finance industry. Michael Rundle 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.