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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
Daniel Trainor (CRD# 2453674) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughquag, NY and has over 30 years of experience in the finance industry.
Cynthia Troeger (CRD# 3171697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 25 years of experience in the finance industry.
Vincent Trovato (CRD# 2681026) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hopewell Junction, NY and has over 28 years of experience in the finance industry.
Christopher Tucciariello (CRD# 4477613) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 22 years of experience in the finance industry.
Jesse Uttendorfer (CRD# 6903326) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 6 years of experience in the finance industry.
Jason Valentino (CRD# 6049175) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Paltz, NY and has over 11 years of experience in the finance industry.
Stephen Valentino (CRD# 6844368) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Lisa Vedder (CRD# 1361670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 39 years of experience in the finance industry.
Ricardo Ventura (CRD# 5386751) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 12 years of experience in the finance industry.
Aaron Verdile (CRD# 6114631) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wappingers Falls, NY and has over 11 years of experience in the finance industry. Aaron Verdile 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.