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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
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.
Jason Perry (CRD# 6460955) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Jervis, NY and has over 8 years of experience in the finance industry.
Roger Pikul (CRD# 4774385) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 19 years of experience in the finance industry.
Casey Pisano (CRD# 5888879) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 11 years of experience in the finance industry. Casey Pisano 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.
Christopher Pollard (CRD# 5603384) is an Investment Advisor Representative working at Great Path Planning in Goshen, NY and has over 15 years of experience in the finance industry. Christopher Pollard 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.
Bernard Pskowski (CRD# 2550500) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 28 years of experience in the finance industry.
James Pucci (CRD# 368585) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Goshen, NY and has over 34 years of experience in the finance industry.
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.
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.