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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
Mark Kalish (CRD# 1175525) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 31 years of experience in the finance industry. Mark Kalish 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.
Michael Kaplowitz (CRD# 1318247) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Katonah, NY and has over 39 years of experience in the finance industry.
Terence Kaufmann (CRD# 3055388) is an Investment Advisor Representative working at Rockhouse Capital, LLC in Stamford, CT and has over 23 years of experience in the finance industry.
David Keller (CRD# 6269897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 10 years of experience in the finance industry.
Christopher Kelly (CRD# 6082122) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stony Point, NY and has over 11 years of experience in the finance industry.
Scott Kendrick (CRD# 4041431) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 23 years of experience in the finance industry.
Kerri Kimball (CRD# 5098308) is an Investment Advisor Representative working at Commonwealth Financial Network in Chappaqua, NY and has over 17 years of experience in the finance industry. Kerri Kimball 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.
Michael Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
James Kivlehan (CRD# 5934574) is an Investment Advisor Representative working at Edward Jones in Stony Point, NY and has over 12 years of experience in the finance industry.
David Kleiner (CRD# 1985225) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Briarcliff Manor, NY and has over 34 years of experience in the finance industry. David Kleiner 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.