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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
Stephen Baumeister (CRD# 2093408) is an Investment Advisor Representative working at Advice And Planning Services in Croton-on-hudson, NY and has over 23 years of experience in the finance industry.
Stephen Baumgartner (CRD# 2461934) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hopewell Junction, NY and has over 27 years of experience in the finance industry. Stephen Baumgartner 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 Bautista (CRD# 1863747) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 35 years of experience in the finance industry.
Jason Bays (CRD# 5388062) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beacon, NY and has over 16 years of experience in the finance industry. Jason Bays 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.
Zahya Beall (CRD# 5136577) is an Investment Advisor Representative working at Lpl Financial LLC in Fairfield, CT and has over 12 years of experience in the finance industry.
Paul Beatty (CRD# 2628494) is an Investment Advisor Representative working at Commonwealth Financial Network in Danbury, CT and has over 28 years of experience in the finance industry.
Kimball Bechtold (CRD# 1033968) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 42 years of experience in the finance industry.
Deborah Becker (CRD# 2074497) is an Investment Advisor Representative working at Park Avenue Securities LLC in Tarrytown, NY and has over 7 years of experience in the finance industry.
Rebecca Beckett (CRD# 5417719) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 16 years of experience in the finance industry.
Robert Beckett (CRD# 1238616) is an Investment Advisor Representative working at Summit Financial, LLC in Danbury, CT and has over 33 years of experience in the finance industry.