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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
Scott Montenero (CRD# 7224041) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has 1 year of experience in the finance industry.
Jacob Morris (CRD# 7252337) is an Investment Advisor Representative working at Fun Financial LLC in Staatsburg, NY and has 1 year of experience in the finance industry. Jacob Morris 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 Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry. John Moss 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 Murphy (CRD# 2523286) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 29 years of experience in the finance industry.
Matthew Nathan (CRD# 7191678) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 4 years of experience in the finance industry.
Philip Oppenheimer (CRD# 353146) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in Lakeville, CT and has over 44 years of experience in the finance industry.
Ryan Peek (CRD# 3254561) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Kerry Phelan (CRD# 4826135) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 19 years of experience in the finance industry. Kerry Phelan 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.
Eric Plese (CRD# 2845648) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lagrangeville, NY and has over 15 years of experience in the finance industry.
Patrick Powers (CRD# 4510132) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in Poughkeepsie, NY and has 1 year of experience in the finance industry.