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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
Thomas Anderson (CRD# 6613591) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 7 years of experience in the finance industry.
Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.
Linda Barriger (CRD# 1379980) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Monticello, NY and has over 38 years of experience in the finance industry.
Janet Bellezza (CRD# 4932020) is an Investment Advisor Representative working at Edelman Financial Engines in Tafton, PA and has over 18 years of experience in the finance industry.
Matthew Birnbaum (CRD# 4210053) is an Investment Advisor Representative working at Cuso Financial Services in Stroudburg, PA and has over 23 years of experience in the finance industry.
Patrick Boran (CRD# 5438014) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stroudsburg, PA and has over 16 years of experience in the finance industry.
Richard Byank (CRD# 4875340) is an Investment Advisor Representative working at Avantax Advisory Services in Sparta, NJ and has over 19 years of experience in the finance industry. Richard Byank 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.
Anthony Capristo (CRD# 5425360) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honesdale, PA and has over 16 years of experience in the finance industry. Anthony Capristo 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.
James Caristia (CRD# 5704117) is an Investment Advisor Representative working at Lpl Financial LLC in Sparta, NJ and has over 14 years of experience in the finance industry.
William Carmody (CRD# 3142440) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Honesdale, PA and has over 25 years of experience in the finance industry.