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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
Daniel Vobroucek (CRD# 7272300) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 3 years of experience in the finance industry.
Bette-ellen Weiss (CRD# 5448714) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 14 years of experience in the finance industry.
Andrew Weyant (CRD# 4310916) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 9 years of experience in the finance industry.
Darrell Williams (CRD# 4331173) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 23 years of experience in the finance industry.
Neal Winter (CRD# 2835580) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 25 years of experience in the finance industry.
Nancy Wright (CRD# 4842270) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 18 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.
Allen Zick (CRD# 2863931) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goshen, NY and has over 27 years of experience in the finance industry. Allen Zick 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.