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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
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.
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.
Reisa Adato (CRD# 5619407) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 15 years of experience in the finance industry.
James Armstrong (CRD# 3149349) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 25 years of experience in the finance industry.
Jason Bays (CRD# 5388062) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Slingerlands, NY and has over 16 years of experience in the finance industry. Jason Bays 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.
Meredith Briggs (CRD# 4989511) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 18 years of experience in the finance industry. Meredith Briggs 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.
Erin Clancy (CRD# 6749843) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 5 years of experience in the finance industry.
Daniel Daley (CRD# 6895322) is an Investment Advisor Representative working at Edward Jones in Delmar, NY and has over 6 years of experience in the finance industry.
Kathleen Godfrey (CRD# 2672217) is an Investment Advisor Representative working at Godfrey Financial Associates, Inc. in Glenmont, NY and has over 28 years of experience in the finance industry.
Wesley Golby (CRD# 2676232) is an Investment Advisor Representative working at Fleckenstein Capital, Inc. in Hudson, NY and has over 26 years of experience in the finance industry.