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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
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.
Robert Cepeda (CRD# 2200719) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 32 years of experience in the finance industry. Robert Cepeda 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.
Michael Collins (CRD# 6015585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 12 years of experience in the finance industry. Michael Collins 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.
Peter Dedel (CRD# 603644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 26 years of experience in the finance industry.
Kevin Dehond (CRD# 4979100) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 17 years of experience in the finance industry.
Kenneth Flood (CRD# 6322568) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 9 years of experience in the finance industry.
Thomas Gorman (CRD# 2233707) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goshen, NY and has over 31 years of experience in the finance industry. Thomas Gorman 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.
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.
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.
Frank Locatell (CRD# 2217330) is an Investment Advisor Representative working at Fiducient Advisors LLC in Goshen, NY and has over 15 years of experience in the finance industry. Frank Locatell 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.