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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
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.
James Osborn (CRD# 5427507) is an Investment Advisor Representative working at Envest Asset Management, LLC in Ridgefield, CT and has over 16 years of experience in the finance industry.
Jason Ostapczuk (CRD# 6584698) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rhinebeck, NY and has over 8 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.
Hubert Parris (CRD# 3164904) is an Investment Advisor Representative working at Mml Investors Services, LLC in Danbury, CT and has over 25 years of experience in the finance industry.
William Pasnau (CRD# 4417325) is an Investment Advisor Representative working at Pasnau Investment Management, Inc. in New Milford, CT and has 1 year 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.
Jennifer Patten (CRD# 4364838) is an Investment Advisor Representative working at Commonwealth Financial Network in Danbury, CT and has over 23 years of experience in the finance industry. Jennifer Patten 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.
Randall Pearson (CRD# 1098289) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 41 years of experience in the finance industry.
Darlene Pedrosa (CRD# 5123349) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinebeck, NY and has over 18 years of experience in the finance industry. Darlene Pedrosa 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.