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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
Jessica Bartle (CRD# 6031782) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Great Barrington, MA and has over 11 years of experience in the finance industry.
Michael Bautista (CRD# 1863747) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 35 years of experience in the finance industry.
Donald Bell (CRD# 1769550) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 36 years of experience in the finance industry.
Robert Berg (CRD# 1218879) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Watertown, CT and has over 40 years of experience in the finance industry.
Michael Betros (CRD# 3154263) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Michael Blaszczak (CRD# 1897395) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodbury, CT and has over 35 years of experience in the finance industry.
Robert Blenkle (CRD# 6867554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
John Bopp (CRD# 2991821) is an Investment Advisor Representative working at Key Investment Services LLC in Copake, NY and has over 26 years of experience in the finance industry.
Mark Burlingame (CRD# 3122975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Nathaniel Burne (CRD# 2400125) is an Investment Advisor Representative working at Burne Financial Concepts, LLC in Watertown, CT and has over 30 years of experience in the finance industry. Nathaniel Burne 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.