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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.
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.
Kathleen Peer (CRD# 1201001) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 40 years of experience in the finance industry.
Douglas Petersen (CRD# 361162) is an Investment Advisor Representative working at Amidon & Petersen Financials, LLC in Niverville, NY and has over 32 years of experience in the finance industry.
John Rahe (CRD# 7604266) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has 1 year of experience in the finance industry.
Scott Reisfeld (CRD# 5016776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Hook, NY and has over 3 years of experience in the finance industry.
Katelyn Sager (CRD# 7688296) is an Investment Advisor Representative working at Key Investment Services LLC in East Greenbush, NY and has 1 year of experience in the finance industry.
Gerald Sanborn (CRD# 2805094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kingston, NY and has over 27 years of experience in the finance industry.
Ojas Sardesai (CRD# 6111080) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 11 years of experience in the finance industry.