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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
Seth Reinhardt (CRD# 7238961) is an Investment Advisor Representative working at Edward Jones in Delmar, NY and has over 3 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.
Michael Rowe (CRD# 4591167) is an Investment Advisor Representative working at Lpl Financial LLC in Delmar, NY and has over 21 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.
James Schwartz (CRD# 5613962) is an Investment Advisor Representative working at Esi Financial Advisors in Slingerlands, NY and has over 15 years of experience in the finance industry. James Schwartz 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.
Craig Sickler (CRD# 4222992) 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.
Stephen Simmons (CRD# 1207544) is an Investment Advisor Representative working at Lincoln Investment in Coxsackie, NY and has over 39 years of experience in the finance industry.
William Sjem (CRD# 4308404) is an Investment Advisor Representative working at Cavalier Advisory & Insurance in East Jewett, NY and has over 10 years of experience in the finance industry.
Philip Stire (CRD# 1380192) is an Investment Advisor Representative working at Key Investment Services LLC in Hudson, NY and has over 38 years of experience in the finance industry.
Michael Torchia (CRD# 4434574) is an Investment Advisor Representative working at Avantax Advisory Services in Hudson, NY and has over 22 years of experience in the finance industry.