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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
Reisa Adato (CRD# 5619407) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 15 years of experience in the finance industry.
Erin Clancy (CRD# 6749843) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 5 years of experience in the finance industry.
Salman Afzal (CRD# 6864615) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 6 years of experience in the finance industry.
Robert Allen (CRD# 4222994) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 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.
Craig Sickler (CRD# 4222992) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY 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.
Jeffrey Altomari (CRD# 2067075) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Highland, NY and has over 33 years of experience in the finance industry.
Jeremy Angevine (CRD# 7003143) is an Investment Advisor Representative working at Edward Jones in Lagrangeville, NY and has over 5 years of experience in the finance industry.
James Armstrong (CRD# 3149349) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 25 years of experience in the finance industry.