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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
Michael Spero (CRD# 5670247) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Ashley Squillace (CRD# 6344315) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Newburgh, NY and has over 8 years of experience in the finance industry.
Christopher Stala (CRD# 2277010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 31 years of experience in the finance industry.
Joseph Steffy (CRD# 2333229) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 30 years of experience in the finance industry.
Mark Stern (CRD# 2382975) is an Investment Advisor Representative working at Stone Ridge Advisors in Stone Ridge, NY and has over 30 years of experience in the finance industry.
Douglas Sternemann (CRD# 6166279) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe, NY and has over 11 years of experience in the finance industry.
Joshua Stewart (CRD# 2299498) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, NY and has over 27 years of experience in the finance industry.
Michael Stock (CRD# 3234273) is an Investment Advisor Representative working at Lpl Financial LLC in Wappingers Falls, NY and has over 24 years of experience in the finance industry.
Joshua Stratton (CRD# 5310894) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
William Sullivan (CRD# 2288195) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 31 years of experience in the finance industry. William Sullivan 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.