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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
Charles Yarnold (CRD# 5052329) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 17 years of experience in the finance industry.
Ralph Yovane (CRD# 1886432) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Danbury, CT and has over 35 years of experience in the finance industry.
Richard Zuckerman (CRD# 1828594) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 33 years of experience in the finance industry.
Raymond Abreu (CRD# 7651168) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has 1 year of experience in the finance industry.
James Agrawal (CRD# 1409334) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Poughkeepsie, NY and has over 38 years of experience in the finance industry. James Agrawal 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.
Benn Albrecht (CRD# 7737458) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel, NY and has 1 year of experience in the finance industry.
Richard Allen (CRD# 1776977) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kent Lakes, NY and has over 36 years of experience in the finance industry.
Robert Allen (CRD# 4222994) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 years of experience in the finance industry.
Samuel Allen (CRD# 7137855) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kent Lakes, NY and has over 4 years of experience in the finance industry.
Robert Alonso (CRD# 7182718) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 4 years of experience in the finance industry.