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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
Peter Russell (CRD# 6526397) is an Investment Advisor Representative working at Edward Jones in Pleasant Valley, NY and has over 8 years of experience in the finance industry.
Lynda Beisner (CRD# 2257071) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasant Valley, NY and has over 29 years of experience in the finance industry.
Lisa Tevnan (CRD# 6697809) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasant Valley, NY and has over 6 years of experience in the finance industry.
Luis Abella (CRD# 2809814) is an Investment Advisor Representative working at Edward Jones in New Milford, CT and has over 27 years of experience in the finance industry.
Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 4 years of experience in the finance industry.
Reisa Adato (CRD# 5619407) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 15 years of experience in the finance industry.
Joshua Allen (CRD# 6053461) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry.
Jeremy Angevine (CRD# 7003143) is an Investment Advisor Representative working at Edward Jones in Lagrangeville, NY and has over 5 years of experience in the finance industry.
Gregory Antonakos (CRD# 6090306) is an Investment Advisor Representative working at Lpl Financial LLC in Hopewell Junction, NY and has over 11 years of experience in the finance industry.
Joseph Armisto (CRD# 6063682) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Brewster, NY and has over 9 years of experience in the finance industry. Joseph Armisto 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.