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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
Robert Allen (CRD# 4222994) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 years of experience in the finance industry.
Miles Anthony (CRD# 5387438) is an Investment Advisor Representative working at Principal Securities, Inc. in Middletown, NY and has over 16 years of experience in the finance industry.
Takuya Arai (CRD# 6107056) is an Investment Advisor Representative working at Benkei Asset Management in Gardiner, NY and has over 12 years of experience in the finance industry.
Edwin Ayala (CRD# 2735438) is an Investment Advisor Representative working at Primerica Advisors in Goshen, NY and has over 27 years of experience in the finance industry.
Sarah Babcock (CRD# 6780321) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Alex Barrese (CRD# 7005311) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Paltz, NY and has over 2 years of experience in the finance industry.
Tyler Bates (CRD# 6958495) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 3 years of experience in the finance industry.
Gary Ben-Ezra (CRD# 2969204) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 26 years of experience in the finance industry.
Michael Berlin (CRD# 5857922) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 13 years of experience in the finance industry.
Laura Betros (CRD# 7263306) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in Poughkeepsie, NY and has over 4 years of experience in the finance industry.