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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
Katie Johnston (CRD# 5283452) is an Investment Advisor Representative working at Commonwealth Financial Network in Kingston, NY and has over 16 years of experience in the finance industry.
Michael Lamonda (CRD# 2152594) is an Investment Advisor Representative working at Lincoln Investment in West Hurley, NY and has over 33 years of experience in the finance industry.
Michael Levy (CRD# 2660268) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Red Hook, NY and has over 28 years of experience in the finance industry.
Philip Loftus (CRD# 2632779) is an Investment Advisor Representative working at Edward Jones in Chatham, NY and has over 28 years of experience in the finance industry.
Constanza Low (CRD# 4490651) is an Investment Advisor Representative working at Knickerbocker Advisors Inc. in Pine Plains, NY and has over 20 years of experience in the finance industry.
John Henry Low (CRD# 2574180) is an Investment Advisor Representative working at Knickerbocker Advisors Inc. in Pine Plains, NY and has over 20 years of experience in the finance industry.
Veronica Mangione (CRD# 5435145) is an Investment Advisor Representative working at Key Investment Services LLC in Valatie, NY and has over 16 years of experience in the finance industry.
Michelle Martin (CRD# 3165837) is an Investment Advisor Representative working at Commonwealth Financial Network in Rhinebeck, NY and has over 25 years of experience in the finance industry.
Stephen Mazzei (CRD# 1703357) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kingston, NY and has over 36 years of experience in the finance industry.
Jacob Morris (CRD# 7252337) is an Investment Advisor Representative working at Fun Financial LLC in Staatsburg, NY and has 1 year of experience in the finance industry. Jacob Morris 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.