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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
Paiwei Lee (CRD# 3079502) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Matamoras, PA and has over 25 years of experience in the finance industry.
Theodore Agelis Jr (CRD# 5326140) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 10 years of experience in the finance industry.
Kashif Ali (CRD# 5727035) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goshen, NY and has over 14 years of experience in the finance industry.
David Ames (CRD# 2500139) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sparta, NJ and has over 29 years of experience in the finance industry.
Thomas Ammons (CRD# 2185784) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, NY and has over 32 years of experience in the finance industry.
Thomas Anderson (CRD# 6613591) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 7 years of experience in the finance industry.
William Bajakian (CRD# 2125212) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 33 years of experience in the finance industry.
Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.
Linda Barriger (CRD# 1379980) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Monticello, NY and has over 38 years of experience in the finance industry.
Janet Bellezza (CRD# 4932020) is an Investment Advisor Representative working at Edelman Financial Engines in Tafton, PA and has over 18 years of experience in the finance industry.