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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
John Atkins (CRD# 5032686) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Watertown, CT and has over 18 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.
John Barry (CRD# 2576952) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 29 years of experience in the finance industry.
Jessica Bartle (CRD# 6031782) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Great Barrington, MA and has over 11 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.
Michael Bautista (CRD# 1863747) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 35 years of experience in the finance industry.
Allison Becker (CRD# 6239754) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 5 years of experience in the finance industry.
Donald Bell (CRD# 1769550) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 36 years of experience in the finance industry.
Robert Berg (CRD# 1218879) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Watertown, CT and has over 40 years of experience in the finance industry.
Michael Betros (CRD# 3154263) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in Poughkeepsie, NY and has over 25 years of experience in the finance industry.