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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
Nicholas Nicolette (CRD# 1029894) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 39 years of experience in the finance industry. Nicholas Nicolette 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.
William Niederauer (CRD# 4219481) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 20 years of experience in the finance industry.
Gregory Nolan (CRD# 2072573) is an Investment Advisor Representative working at Wells Fargo Advisors in Sparta, NJ and has over 32 years of experience in the finance industry.
Ryan O'leary (CRD# 6151930) is an Investment Advisor Representative working at Edward Jones in Warwick, NY and has over 11 years of experience in the finance industry.
Scott Onofry (CRD# 4746065) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Port Jervis, NY and has over 20 years of experience in the finance industry. Scott Onofry 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 Ormond (CRD# 6191929) is an Investment Advisor Representative working at Pnc Investments in Sparta, NJ and has over 9 years of experience in the finance industry.
Carolyn Ottenbreit (CRD# 1576472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparta, NJ and has over 29 years of experience in the finance industry.
Jennifer Paolicelli (CRD# 2151893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 27 years of experience in the finance industry.
Sandeepkumar Patel (CRD# 2534045) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 28 years of experience in the finance industry.
Anthony Perez (CRD# 6993133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 5 years of experience in the finance industry.