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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
Joseph Stuart (CRD# 1825801) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brookfield, CT and has over 30 years of experience in the finance industry.
Brendan Summary (CRD# 5095041) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Ryan Swanson (CRD# 6805048) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 5 years of experience in the finance industry.
Mark Temple (CRD# 2547240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Robert Terry (CRD# 857796) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Gerald Terwilleger (CRD# 6849948) is an Investment Advisor Representative working at Edward Jones in Marlboro, NY and has over 6 years of experience in the finance industry.
Christopher Tomaskovic (CRD# 5091325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
Daniel Toronto (CRD# 5100612) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 15 years of experience in the finance industry.
Dennis Tracy (CRD# 2876946) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brewster, NY and has over 27 years of experience in the finance industry.
Eric Traditi (CRD# 6279838) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lagrangeville, NY and has over 8 years of experience in the finance industry.