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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
Noel Spencer (CRD# 2320549) is an Investment Advisor Representative working at Avantax Advisory Services in Goshen, NY and has over 30 years of experience in the finance industry.
Brian Tegnander (CRD# 2820240) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Goshen, NY and has over 27 years of experience in the finance industry.
Daniel Vobroucek (CRD# 7272300) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 3 years of experience in the finance industry.
Bette-ellen Weiss (CRD# 5448714) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 14 years of experience in the finance industry.
Allen Zick (CRD# 2863931) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goshen, NY and has over 26 years of experience in the finance industry. Allen Zick 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.
Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tarrytown, NY and has over 21 years of experience in the finance industry. Mark Abraham 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.
Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 4 years of experience in the finance industry.
Evelyn Aguila (CRD# 1255649) is an Investment Advisor Representative working at Primerica Advisors in Nanuet, NY and has over 39 years of experience in the finance industry.
Peter Alfaro (CRD# 3138632) is an Investment Advisor Representative working at Windward Capital Management LLC in Mahwah, NJ and has over 23 years of experience in the finance industry.
Joshua Allen (CRD# 6053461) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry.