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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
Roger Pikul (CRD# 4774385) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Goshen, NY and has over 20 years of experience in the finance industry.
Joseph Pillot (CRD# 5408014) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kingston, NY and has over 16 years of experience in the finance industry.
Susan Pineiro (CRD# 4701573) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
Derek Pinelli (CRD# 5451528) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, NY and has over 14 years of experience in the finance industry.
Doina Pinto (CRD# 2709957) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Hook, NY and has over 21 years of experience in the finance industry.
Jeffrey Polanco (CRD# 6146571) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Wappingers Falls, NY and has over 10 years of experience in the finance industry.
Christopher Pollard (CRD# 5603384) is an Investment Advisor Representative working at Great Path Planning in Goshen, NY and has over 15 years of experience in the finance industry. Christopher Pollard 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.
Kelsey Ponesse (CRD# 6619119) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 7 years of experience in the finance industry.
Joseph Porcelli (CRD# 6886508) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Michael Porpora (CRD# 5237118) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in New Windsor, NY and has over 13 years of experience in the finance industry.