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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
Charles Yarnold (CRD# 5052329) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 17 years of experience in the finance industry.
Toyken Yee (CRD# 5437888) is an Investment Advisor Representative working at Hudson Portfolio Management LLC in Garrison, NY and has 1 year of experience in the finance industry. Toyken Yee 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.
Gary Zink (CRD# 1086606) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Shrub Oak, NY and has over 36 years of experience in the finance industry. Gary Zink 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.
Richard Zuckerman (CRD# 1828594) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 33 years of experience in the finance industry.
Raymond Abreu (CRD# 7651168) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has 1 year of experience in the finance industry.
James Agrawal (CRD# 1409334) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Poughkeepsie, NY and has over 38 years of experience in the finance industry. James Agrawal 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.
Miles Anthony (CRD# 5387438) is an Investment Advisor Representative working at Principal Securities, Inc. in Middletown, NY and has over 16 years of experience in the finance industry.
Takuya Arai (CRD# 6107056) is an Investment Advisor Representative working at Benkei Asset Management in Gardiner, NY and has over 12 years of experience in the finance industry.
Charu Ashar (CRD# 1374613) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fishkill, NY and has over 38 years of experience in the finance industry.
Satish Athavale (CRD# 4415832) is an Investment Advisor Representative working at Sabina Asset Management LLC in Fishkill, NY and has over 22 years of experience in the finance industry.