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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
Irene Berner (CRD# 1784215) is an Investment Advisor Representative working at Lpl Financial LLC in New Paltz, NY and has over 36 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.
Robert Blenkle (CRD# 6867554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Salvatore Bocchimuzzo (CRD# 2075376) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 33 years of experience in the finance industry. Salvatore Bocchimuzzo 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.
Meredith Briggs (CRD# 4989511) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 18 years of experience in the finance industry. Meredith Briggs 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.
Mark Burlingame (CRD# 3122975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Jason Burt (CRD# 4526158) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 21 years of experience in the finance industry.
Omar Carnecchia (CRD# 1913251) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 15 years of experience in the finance industry.
Eric Cassalina (CRD# 6263879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 10 years of experience in the finance industry.
Marc Cassalina (CRD# 2074366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 33 years of experience in the finance industry.