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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
Nicolette Harney (CRD# 6373780) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Washingtonville, NY and has over 8 years of experience in the finance industry.
Rachel Hendricks (CRD# 5700969) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 14 years of experience in the finance industry.
Michael Henshaw (CRD# 4073511) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Goshen, NY and has over 24 years of experience in the finance industry.
Robert Howerter (CRD# 2186998) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Middletown, NY and has over 32 years of experience in the finance industry.
Jennifer Jarvis (CRD# 5384517) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 15 years of experience in the finance industry.
Mark Kalish (CRD# 1175525) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 31 years of experience in the finance industry. Mark Kalish 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.
David Keller (CRD# 6269897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 10 years of experience in the finance industry.
Scott Kendrick (CRD# 4041431) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 23 years of experience in the finance industry.
William Krivicich (CRD# 2059402) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 25 years of experience in the finance industry.
Paiwei Lee (CRD# 3079502) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Matamoras, PA and has over 25 years of experience in the finance industry.