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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
Alan Goodman (CRD# 1006501) is an Investment Advisor Representative working at Key Investment Services LLC in Liberty, NY and has over 22 years of experience in the finance industry.
Samantha Loughlin (CRD# 7751808) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Liberty, NY and has 1 year 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 7 years of experience in the finance industry.
Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.
Linda Barriger (CRD# 1379980) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Monticello, NY and has over 38 years of experience in the finance industry.
Ryan Coakley (CRD# 6561931) 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.
Leonard Curcio (CRD# 5071119) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 18 years of experience in the finance industry.
Senta Curran (CRD# 2503069) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pine Bush, NY and has over 29 years of experience in the finance industry. Senta Curran 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 Farnham (CRD# 2326390) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 20 years of experience in the finance industry.