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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
Ali Iftikhar (CRD# 6046599) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Windsor, NY and has over 11 years of experience in the finance industry.
Phillip Williams (CRD# 4023661) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Windsor, NY and has over 23 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.
Jonathan Adamsky (CRD# 2933918) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Armonk, NY and has over 26 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.
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.
Jeremy Angevine (CRD# 7003143) is an Investment Advisor Representative working at Edward Jones in Lagrangeville, NY and has over 5 years of experience in the finance industry.