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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
Ryan O'leary (CRD# 6151930) is an Investment Advisor Representative working at Edward Jones in Warwick, NY and has over 11 years of experience in the finance industry.
Michael Ormond (CRD# 6191929) is an Investment Advisor Representative working at Pnc Investments in Sparta, NJ and has over 9 years of experience in the finance industry.
Carolyn Ottenbreit (CRD# 1576472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparta, NJ and has over 29 years of experience in the finance industry.
Jennifer Paolicelli (CRD# 2151893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 27 years of experience in the finance industry.
Sandeepkumar Patel (CRD# 2534045) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 28 years of experience in the finance industry.
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.
Anthony Pesce (CRD# 3079469) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vernon, NJ and has over 25 years of experience in the finance industry. Anthony Pesce 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.
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.