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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
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.
Steven Kleiner (CRD# 4407770) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Somers, NY and has over 22 years of experience in the finance industry.
Jessica Koch-Chavez (CRD# 6544854) is an Investment Advisor Representative working at Commonwealth Financial Network in Danbury, CT and has over 8 years of experience in the finance industry.
William Krivicich (CRD# 2059402) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 25 years of experience in the finance industry.
Augusto La Torre (CRD# 2242554) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newburgh, NY and has over 31 years of experience in the finance industry.
Mark Lange (CRD# 1524813) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Tuxedo Park, NY and has over 32 years of experience in the finance industry.
Derek Lavery (CRD# 4611074) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 21 years of experience in the finance industry.
Kjersten Lazar (CRD# 2338708) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Somers, NY and has over 31 years of experience in the finance industry.
John Leigh (CRD# 6748508) is an Investment Advisor Representative working at Edward Jones in Hopewell Junction, NY and has over 7 years of experience in the finance industry.