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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
Sandeepkumar Patel (CRD# 2534045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Goshen, NY and has over 28 years of experience in the finance industry.
Damien Paumi (CRD# 4428223) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 22 years of experience in the finance industry.
Robert Payne (CRD# 5200539) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 10 years of experience in the finance industry.
Anthony Perez (CRD# 6993133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 5 years of experience in the finance industry.
Jason Perry (CRD# 6460955) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Jervis, NY and has over 9 years of experience in the finance industry.
Anthony Pesce (CRD# 3079469) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vernon, NJ and has over 25 years of experience in the finance industry. Anthony Pesce 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.
John Petrella (CRD# 4800955) is an Investment Advisor Representative working at Access Wealth in Totowa, NJ and has over 24 years of experience in the finance industry.
Mark Picardo (CRD# 6424300) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, NJ and has over 9 years of experience in the finance industry.
Anthony Picinich (CRD# 6147519) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 11 years of experience in the finance industry.
Roger Pikul (CRD# 4774385) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Goshen, NY and has over 20 years of experience in the finance industry.