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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
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.
Lori Sipos (CRD# 4744649) is an Investment Advisor Representative working at Lpl Financial LLC in Monticello, NY and has over 13 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.
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.
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.
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.
Joseph Biondo (CRD# 2536633) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 27 years of experience in the finance industry.
Joseph Biondo (CRD# 21733) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 31 years of experience in the finance industry.
Justin Bolmgren (CRD# 4673059) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Milford, PA and has over 20 years of experience in the finance industry. Justin Bolmgren 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.