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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
Mark Vesely (CRD# 2178496) is an Investment Advisor Representative working at Commonwealth Financial Network in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
Lambros Violaris (CRD# 2264340) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 31 years of experience in the finance industry.
John Vita (CRD# 2771687) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 27 years of experience in the finance industry.
George Waters (CRD# 1344273) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 26 years of experience in the finance industry. George Waters 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.
Joshua Weinerman (CRD# 5955797) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 11 years of experience in the finance industry.
Donald Weis (CRD# 5112016) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fishkill, NY and has over 17 years of experience in the finance industry.
Mary Winters (CRD# 1572516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 31 years of experience in the finance industry.
William Winters (CRD# 6561554) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 7 years of experience in the finance industry.
Stephen Wood (CRD# 1386634) is an Investment Advisor Representative working at Commonwealth Financial Network in Hopewell Junction, NY and has over 38 years of experience in the finance industry. Stephen Wood 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.
Frederick Woods (CRD# 1447058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 38 years of experience in the finance industry.