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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
Ulana Emerson (CRD# 6283201) is an Investment Advisor Representative working at Edward Jones in Port Jervis, NY and has over 10 years of experience in the finance industry.
Scott Onofry (CRD# 4746065) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Port Jervis, NY and has over 19 years of experience in the finance industry. Scott Onofry 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.
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.
James Demmer (CRD# 6439339) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Port Jervis, NY and has over 9 years of experience in the finance industry.
Joel Mermelstein (CRD# 7661851) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Port Jervis, NY and has 1 year 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.
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.
Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.
David Barol (CRD# 2435166) is an Investment Advisor Representative working at Creativeone Securities, LLC in Dingmans Ferry, PA and has over 30 years of experience in the finance industry. David Barol 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.