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Distance Only Nyack, NY
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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
David Barr (CRD# 2304730) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Nyack, NY and has over 31 years of experience in the finance industry. David Barr 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.
Joseph Dailey (CRD# 5296287) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Nyack, NY and has over 16 years of experience in the finance industry.
John English (CRD# 5974241) is an Investment Advisor Representative working at Innovative Advisory Group in Nyack, NY and has over 7 years of experience in the finance industry.
Evan Galbraith (CRD# 6220293) is an Investment Advisor Representative working at Key Investment Services LLC in Nyack, NY and has over 9 years of experience in the finance industry.
Steven Guarascio (CRD# 1599116) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Nyack, NY and has over 36 years of experience in the finance industry.
Thomas Heinbockel (CRD# 5610156) is an Investment Advisor Representative working at Edward Jones in Nyack, NY and has over 15 years of experience in the finance industry.
Joe Solan (CRD# 2773102) is an Investment Advisor Representative working at 4sight Advisors LLC in Nyack, NY and has over 26 years of experience in the finance industry.
John O'brien (CRD# 1700706) is an Investment Advisor Representative working at O'brien Capital Management, Inc. in Nyack, NY and has over 31 years of experience in the finance industry. John O'brien 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.
Samuel Schaeffer (CRD# 7135534) is an Investment Advisor Representative working at B S F S Advisors in Nyack, NY and has over 5 years of experience in the finance industry.
Benjamin Thomas (CRD# 5493768) is an Investment Advisor Representative working at 4sight Advisors LLC in Nyack, NY and has 1 year of experience in the finance industry.