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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
Sandeepkumar Patel (CRD# 2534045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Goshen, NY and has over 28 years of experience in the finance industry.
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.
Anthony Pereira (CRD# 2820273) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughkeepsie, NY and has over 27 years of experience in the finance industry. Anthony Pereira 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 Perez (CRD# 6993133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 5 years of experience in the finance industry.
Carlos Perez (CRD# 5128727) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
Jason Perry (CRD# 6460955) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Jervis, NY and has over 9 years of experience in the finance industry.
Craig Pesce (CRD# 2860958) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 26 years of experience in the finance industry. Craig Pesce 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.
Judd Peterson (CRD# 1416493) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 38 years of experience in the finance industry.
Antonio Piccolino (CRD# 2174088) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Poughkeepsie, NY and has over 32 years of experience in the finance industry.