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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
Randolph Clark (CRD# 1228642) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cornwall, NY and has over 38 years of experience in the finance industry.
Robert Priore (CRD# 4887856) is an Investment Advisor Representative working at Edward Jones in Cornwall, NY and has over 19 years of experience in the finance industry.
Deborah Dulaney (CRD# 7782998) is an Investment Advisor Representative working at Fifth Third Wealth Advisors LLC in Cornwall, NY and has 1 year of experience in the finance industry.
Oliver Abel (CRD# 6865326) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Greenwich, CT and has over 6 years of experience in the finance industry.
Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tarrytown, NY and has over 21 years of experience in the finance industry. Mark Abraham 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.
Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 5 years of experience in the finance industry.
Jonathan Adamsky (CRD# 2933918) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Armonk, NY and has over 26 years of experience in the finance industry.
Evelyn Aguila (CRD# 1255649) is an Investment Advisor Representative working at Primerica Advisors in Nanuet, NY and has over 40 years of experience in the finance industry.
Peter Alfaro (CRD# 3138632) is an Investment Advisor Representative working at Windward Capital Management LLC in Mahwah, NJ and has over 23 years of experience in the finance industry.
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.