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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
Michelle Nolen (CRD# 4133587) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Stephen O Flaherty (CRD# 5024576) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
Scott Onofry (CRD# 4746065) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Port Jervis, NY and has over 20 years of experience in the finance industry. Scott Onofry 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.
Anthony Ortiz (CRD# 4618628) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, NY and has over 21 years of experience in the finance industry.
Marlene Pagentine (CRD# 1425478) is an Investment Advisor Representative working at Edward Jones in New Paltz, NY and has over 38 years of experience in the finance industry.
Jennifer Paolicelli (CRD# 2151893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 27 years of experience in the finance industry.
Michael Passante (CRD# 5396964) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 16 years of experience in the finance industry. Michael Passante 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.
Sandeepkumar Patel (CRD# 2534045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Goshen, NY and has over 28 years of experience in the finance industry.
Anthony Pereira (CRD# 2820273) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughkeepsie, NY and has over 27 years of experience in the finance industry. Anthony Pereira 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.
Anthony Perez (CRD# 6993133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 5 years of experience in the finance industry.