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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
Amy Pender (CRD# 5869001) is an Investment Advisor Representative working at Natural Investments in Hopewell Junction, NY and has over 13 years of experience in the finance industry. Amy Pender 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.
Anthony Pereira (CRD# 2820273) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughkeepsie, NY and has over 27 years of experience in the finance industry. Anthony Pereira 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.
Carlos Perez (CRD# 5128727) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
Desmond Perry (CRD# 6058068) is an Investment Advisor Representative working at Advice And Planning Services in Danbury, CT and has over 12 years of experience in the finance industry.
Craig Pesce (CRD# 2860958) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 26 years of experience in the finance industry. Craig 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.
Damian Petta (CRD# 2936141) is an Investment Advisor Representative working at Commonwealth Financial Network in Katonah, NY and has over 26 years of experience in the finance industry.
Antonio Piccolino (CRD# 2174088) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
James Pierce (CRD# 2642401) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Wilton, CT and has over 28 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.
Susan Pineiro (CRD# 4701573) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 17 years of experience in the finance industry.