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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
Garry Michel (CRD# 5307535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 16 years of experience in the finance industry. Garry Michel 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.
Alissa Provanzana (CRD# 5785617) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Montgomery, NY and has over 12 years of experience in the finance industry.
Joshua Stewart (CRD# 2299498) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, NY and has over 27 years of experience in the finance industry.
Karen Stewart (CRD# 2939575) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, NY and has over 25 years of experience in the finance industry.
Dawn Sweed (CRD# 6401308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 9 years of experience in the finance industry.
Derrik Wynkoop (CRD# 3060595) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 25 years of experience in the finance industry.
Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 4 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.
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.