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Distance Only Newburgh, NY
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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
Charles Yarnold (CRD# 5052329) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 17 years of experience in the finance industry.
Nicholas Brown (CRD# 7470720) is an Investment Advisor Representative working at Edward Jones in Newburgh, NY and has 1 year of experience in the finance industry.
Anne Curci (CRD# 2339858) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 30 years of experience in the finance industry.
Louis Curci (CRD# 2339959) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 30 years of experience in the finance industry.
Albert Delorenzo (CRD# 64710) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 28 years of experience in the finance industry. Albert Delorenzo 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 Harper (CRD# 4905361) is an Investment Advisor Representative working at Avantax Advisory Services in Boca Raton, FL and has over 19 years of experience in the finance industry.
Zachary Manheim (CRD# 6833289) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 3 years of experience in the finance industry.
Scott Morrow (CRD# 3236178) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 24 years of experience in the finance industry. Scott Morrow 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.
Michelle Rawl (CRD# 7170852) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 4 years of experience in the finance industry.
Margaret Schimmelpfennig (CRD# 6840221) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 6 years of experience in the finance industry.