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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
Philip Stire (CRD# 1380192) is an Investment Advisor Representative working at Key Investment Services LLC in Hudson, NY and has over 39 years of experience in the finance industry.
Thomas Stritt (CRD# 7490495) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has 1 year of experience in the finance industry.
Cheryl Stuart (CRD# 1081382) is an Investment Advisor Representative working at Commonwealth Financial Network in Kingston, NY and has over 27 years of experience in the finance industry.
Gene Tannenbaum (CRD# 1889253) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 35 years of experience in the finance industry.
Jon Tanner (CRD# 1895039) is an Investment Advisor Representative working at Summit Advisory Solutions, Ltd. in Highland, NY and has over 35 years of experience in the finance industry.
George Telles (CRD# 1738003) is an Investment Advisor Representative working at Lpl Financial LLC in Windham, NY and has over 36 years of experience in the finance industry.
Lisa Tevnan (CRD# 6697809) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasant Valley, NY and has over 7 years of experience in the finance industry.
Gwendolyn Tibbals (CRD# 1093467) is an Investment Advisor Representative working at Eagle Strategies LLC in Poughkeepsie, NY and has over 39 years of experience in the finance industry.
Luke Timm (CRD# 7915889) is an Investment Advisor Representative working at Timm Financial Services in Poughkeepsie, NY and has 1 year of experience in the finance industry.
Cathleen Tobin (CRD# 2510136) is an Investment Advisor Representative working at Moonbridge Financial Design, LLC in Rhinebeck, NY and has 1 year of experience in the finance industry. Cathleen Tobin 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.