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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 Dunn (CRD# 1263256) is an Investment Advisor Representative working at Lpl Financial LLC in Hyde Park, NY and has over 40 years of experience in the finance industry.
John Duval (CRD# 2645709) is an Investment Advisor Representative working at Bantam Inc. in Staatsburg, NY and has over 28 years of experience in the finance industry.
Jonathan Edelman (CRD# 4255719) is an Investment Advisor Representative working at Nonesuch Advisors in Kent, CT and has over 20 years of experience in the finance industry. Jonathan Edelman 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.
Michael Ferraro (CRD# 2015119) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kingston, NY and has over 33 years of experience in the finance industry.
Patrick Fillette (CRD# 2346579) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 31 years of experience in the finance industry.
Gerardo Flores (CRD# 7468341) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has 1 year of experience in the finance industry.
Preston Foulks (CRD# 2327255) is an Investment Advisor Representative working at Osaic Fa, Inc. in Poughkeepsie, NY and has over 31 years of experience in the finance industry.
William Francis (CRD# 4890722) is an Investment Advisor Representative working at Lifemark Securities Corp. in Poughkeepsie, NY and has over 19 years of experience in the finance industry.
Alexander Frederick (CRD# 5870494) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 12 years of experience in the finance industry.
David Gagnon (CRD# 3159291) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 24 years of experience in the finance industry.