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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 Ryan (CRD# 2255532) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 31 years of experience in the finance industry. Michael Ryan 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.
Erika Sammons (CRD# 5477919) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
James Santangelo (CRD# 4118275) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wappingers Falls, NY and has over 16 years of experience in the finance industry. James Santangelo 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.
Joseph Schlater (CRD# 1756470) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Red Hook, NY and has over 36 years of experience in the finance industry.
Brian Schmidt (CRD# 4648587) is an Investment Advisor Representative working at Hudson Delaware Planning LLC in Clinton Corners, NY and has over 17 years of experience in the finance industry. Brian Schmidt 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.
Jerry Schuder (CRD# 2573583) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 29 years of experience in the finance industry.
Austin Schweitzer (CRD# 6795772) is an Investment Advisor Representative working at Edward Jones in Fishkill, NY and has over 6 years of experience in the finance industry.
Joseph Sciabica (CRD# 2546550) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beacon, NY and has over 29 years of experience in the finance industry. Joseph Sciabica 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.
Jeffrey Scott (CRD# 1086020) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Fishkill, NY and has over 27 years of experience in the finance industry.
Theresa Scott (CRD# 2684119) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 25 years of experience in the finance industry.