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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
Richard Totman (CRD# 1145043) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rhinebeck, NY and has over 32 years of experience in the finance industry.
Reisa Adato (CRD# 5619407) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 15 years of experience in the finance industry.
Joshua Allen (CRD# 6053461) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry.
Jeffrey Altomari (CRD# 2067075) is an Investment Advisor Representative working at Wells Fargo Advisors in Highland, NY and has over 33 years of experience in the finance industry.
Jeremy Angevine (CRD# 7003143) is an Investment Advisor Representative working at Edward Jones in Lagrangeville, NY and has over 5 years of experience in the finance industry.
Gregory Antonakos (CRD# 6090306) is an Investment Advisor Representative working at Lpl Financial LLC in Hopewell Junction, NY and has over 11 years of experience in the finance industry.
James Armstrong (CRD# 3149349) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 25 years of experience in the finance industry.
Narinder Bains (CRD# 2775850) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 27 years of experience in the finance industry.
Anthony Barrese (CRD# 1710378) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Paltz, NY and has over 36 years of experience in the finance industry.
Stephen Baumgartner (CRD# 2461934) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hopewell Junction, NY and has over 27 years of experience in the finance industry. Stephen Baumgartner 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.