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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
Ulana Emerson (CRD# 6283201) is an Investment Advisor Representative working at Edward Jones in Port Jervis, NY and has over 10 years of experience in the finance industry.
Kristen Euretig (CRD# 6654165) is an Investment Advisor Representative working at Brooklyn Plans LLC in Beacon, NY and has 1 year of experience in the finance industry. Kristen Euretig 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.
Robert Falk (CRD# 1663468) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Newburgh, NY and has over 7 years of experience in the finance industry.
James Farnham (CRD# 2326390) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 20 years of experience in the finance industry.
Taryn Farrington (CRD# 6601538) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 8 years of experience in the finance industry.
Patrick Ferrigno (CRD# 2303510) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Washingtonville, NY and has over 31 years of experience in the finance industry.
Paul Ferrigno (CRD# 4929526) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Washingtonville, NY and has over 19 years of experience in the finance industry. Paul Ferrigno 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.
Kenneth Flood (CRD# 6322568) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Goshen, NY and has over 10 years of experience in the finance industry.
Patrick Ford (CRD# 4107370) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
David Frederick (CRD# 1075196) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 26 years of experience in the finance industry. David Frederick 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.