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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
Steven Candela (CRD# 7595693) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has 1 year of experience in the finance industry.
Brian Carter (CRD# 4427647) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 21 years of experience in the finance industry.
Paul Conte (CRD# 2577724) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 8 years of experience in the finance industry.
Kimberly Contelmo (CRD# 2989566) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Lori Coombs (CRD# 3074214) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Christopher Coppola (CRD# 7636882) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has 1 year of experience in the finance industry.
Rebeca Cotton (CRD# 7909949) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has 1 year of experience in the finance industry. Rebeca Cotton 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.
David Cross (CRD# 2946272) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 26 years of experience in the finance industry.
Matthew Cruz (CRD# 5176701) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
John Cubito (CRD# 6114196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Windsor, NY and has over 3 years of experience in the finance industry.