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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 Rahe (CRD# 7604266) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has 1 year of experience in the finance industry.
Frederico Rodriguez (CRD# 1273604) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 40 years of experience in the finance industry.
Michael Rodriguez (CRD# 6196566) is an Investment Advisor Representative working at Primerica Advisors in Poughkeepsie, NY and has over 9 years of experience in the finance industry.
Erica Salzmann-Talbi (CRD# 1790807) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Poughkeepsie, NY and has over 36 years of experience in the finance industry. Erica Salzmann-Talbi 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.
Gerald Sanborn (CRD# 2805094) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kingston, NY and has over 27 years of experience in the finance industry.
Ojas Sardesai (CRD# 6111080) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 11 years of experience in the finance industry.
Johnathon Sawaged (CRD# 7061837) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeespie, NY and has over 4 years of experience in the finance industry.
Jeffrey Scales (CRD# 1820907) is an Investment Advisor Representative working at Commonwealth Financial Network in Rhinebeck, NY and has over 36 years of experience in the finance industry. Jeffrey Scales 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.
Marc Schain (CRD# 4095306) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 24 years of experience in the finance industry.
William Schloemer (CRD# 828696) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kingston, NY and has over 43 years of experience in the finance industry.