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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.
Joshua Allen (CRD# 6053461) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry.
David Alter (CRD# 1061312) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 41 years of experience in the finance industry.
Kenneth Alter (CRD# 6006557) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 11 years of experience in the finance industry.
Nancy Amalfitano (CRD# 1156623) is an Investment Advisor Representative working at Lpl Financial LLC in Mahwah, NJ and has over 31 years of experience in the finance industry.
David Ames (CRD# 2500139) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sparta, NJ and has over 29 years of experience in the finance industry.
Thomas Ammons (CRD# 2185784) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, NY and has over 32 years of experience in the finance industry.
Thomas Anderson (CRD# 6613591) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 8 years of experience in the finance industry.
Mark Andraos (CRD# 6132242) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 11 years of experience in the finance industry. Mark Andraos 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.
James Angelone (CRD# 812139) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartsdale, NY and has over 38 years of experience in the finance industry.