-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jason Pucci (CRD# 2239804) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Goshen, NY and has over 30 years of experience in the finance industry.
Kenneth Quazza (CRD# 7038534) is an Investment Advisor Representative working at Edward Jones in Ringwood, NJ and has over 5 years of experience in the finance industry.
Joseph Ramondini (CRD# 5954249) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparta, NJ and has over 12 years of experience in the finance industry.
Kevin Regan (CRD# 5709020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 14 years of experience in the finance industry.
William Roerden (CRD# 6189152) is an Investment Advisor Representative working at Park Avenue Securities LLC in Warwick, NY and has over 5 years of experience in the finance industry.
Michael Rundle (CRD# 1723710) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 27 years of experience in the finance industry. Michael Rundle 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.
Michael Schmid (CRD# 4407870) is an Investment Advisor Representative working at Natixis Advisors, LLC in Sparta, NJ and has over 20 years of experience in the finance industry.
Peter Sears (CRD# 5336572) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Warwick, NY and has over 16 years of experience in the finance industry.
Dean Shah (CRD# 6157212) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Oakland, NJ and has over 11 years of experience in the finance industry. Dean Shah 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.
Jonathan Sheard (CRD# 4792441) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Milanville, PA and has over 19 years of experience in the finance industry.