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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
Jacob Morris (CRD# 7252337) is an Investment Advisor Representative working at Fun Financial LLC in Staatsburg, NY and has 1 year of experience in the finance industry. Jacob Morris 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.
John Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry. John Moss 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.
Kathleen Peer (CRD# 1201001) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 40 years of experience in the finance industry.
Douglas Petersen (CRD# 361162) is an Investment Advisor Representative working at Amidon & Petersen Financials, LLC in Niverville, NY and has over 32 years of experience in the finance industry.
John Rahe (CRD# 7604266) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has 1 year of experience in the finance industry.
Ronald Reale (CRD# 2305671) is an Investment Advisor Representative working at Avantax Advisory Services in Gilboa, NY and has over 25 years of experience in the finance industry.
Scott Reisfeld (CRD# 5016776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Hook, NY and has over 3 years of experience in the finance industry.
Gerald Sanborn (CRD# 2805094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kingston, NY and has over 27 years of experience in the finance industry.
Ojas Sardesai (CRD# 6111080) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 11 years of experience in the finance industry.
Jeffrey Scales (CRD# 1820907) is an Investment Advisor Representative working at Commonwealth Financial Network in Rhinebeck, NY and has over 36 years of experience in the finance industry. Jeffrey Scales 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.