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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.
Neal Miller (CRD# 823284) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Oneonta, NY and has over 35 years of experience in the finance industry.
John Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry. John Moss 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.
Ronald Reale (CRD# 2305671) is an Investment Advisor Representative working at Avantax Advisory Services in Gilboa, NY and has over 25 years of experience in the finance industry.
Christopher Rollo (CRD# 7054015) is an Investment Advisor Representative working at Morgan Stanley in Oneonta, NY and has over 2 years of experience in the finance industry.
George Telles (CRD# 1738003) is an Investment Advisor Representative working at Lpl Financial LLC in Windham, NY and has over 36 years of experience in the finance industry.
Skylar Thompson (CRD# 7695776) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has 1 year of experience in the finance industry.
Kyle Velte (CRD# 7330351) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 3 years of experience in the finance industry.