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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 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.
Philip Loftus (CRD# 2632779) is an Investment Advisor Representative working at Edward Jones in Chatham, NY and has over 28 years of experience in the finance industry.
Allison Loring (CRD# 5632900) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 10 years of experience in the finance industry.
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.
Jeremy Lundquist (CRD# 7876522) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has 1 year 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.
Katherine Newey (CRD# 6153421) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pittsfield, MA and has over 8 years of experience in the finance industry.
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.