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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 Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry. John Moss 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.
Richard Pinder (CRD# 1000689) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 25 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.
Christopher Rollo (CRD# 7054015) is an Investment Advisor Representative working at Morgan Stanley in Oneonta, NY and has over 2 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.
George Telles (CRD# 1738003) is an Investment Advisor Representative working at Lpl Financial LLC in Windham, NY and has over 36 years of experience in the finance industry.
Skylar Thompson (CRD# 7695776) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has 1 year of experience in the finance industry.
Kyle Velte (CRD# 7330351) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 3 years of experience in the finance industry.
Geoffrey Wright (CRD# 871728) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 39 years of experience in the finance industry.