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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
Peter Lerose (CRD# 7332575) is an Investment Advisor Representative working at Edward Jones in New Paltz, NY and has over 3 years of experience in the finance industry.
Kamber Lucas (CRD# 7674879) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 3 years of experience in the finance industry.
Marc Schain (CRD# 4095306) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 24 years of experience in the finance industry.
Shawn Shaughnessy (CRD# 6202830) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 10 years of experience in the finance industry.
David Sterman (CRD# 2460229) is an Investment Advisor Representative working at Huguenot Financial Planning in New Paltz, NY and has over 7 years of experience in the finance industry. David Sterman 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.
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.
Reisa Adato (CRD# 5619407) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 15 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.
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.