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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
Lowell Miller (CRD# 2183374) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Woodstock, NY and has over 30 years of experience in the finance industry.
Gerald Pittz (CRD# 2489786) is an Investment Advisor Representative working at Edward Jones in Delmar, NY and has over 29 years of experience in the finance industry.
Peter Pochily (CRD# 6152309) is an Investment Advisor Representative working at Lpl Financial LLC in Hobart, NY and has over 11 years of experience in the finance industry.
Ricki Lyn Proctor (CRD# 4185003) is an Investment Advisor Representative working at Advice And Planning Services in Middleburgh, NY and has 1 year of experience in the finance industry.
Joseph Schlater (CRD# 1756470) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Red Hook, NY and has over 36 years of experience in the finance industry.
Frederick Schmalkuche (CRD# 4430633) is an Investment Advisor Representative working at Latitude Advisors, LLC in West Coxsackie, NY and has over 22 years of experience in the finance industry. Frederick Schmalkuche 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.
Joel Sproul (CRD# 4078957) is an Investment Advisor Representative working at Kronos Wealth Management in Delmar, NY and has over 24 years of experience in the finance industry.
Salman Afzal (CRD# 6864615) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 6 years of experience in the finance industry.
Robert Allen (CRD# 4222994) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 years of experience in the finance industry.
Robert Alonso (CRD# 7182718) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 4 years of experience in the finance industry.