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Distance Only New Paltz, NY
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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
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.
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.
Christopher Drouin (CRD# 4541093) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 21 years of experience in the finance industry.
Marlene Pagentine (CRD# 1425478) is an Investment Advisor Representative working at Edward Jones in New Paltz, NY and has over 38 years of experience in the finance industry.
Joanne Secky (CRD# 2434369) is an Investment Advisor Representative working at Lpl Financial LLC in New Paltz, NY and has over 30 years of experience in the finance industry.
Jason Valentino (CRD# 6049175) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Paltz, NY and has over 11 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.
Alex Barrese (CRD# 7005311) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Paltz, NY and has over 2 years of experience in the finance industry.
David Cross (CRD# 2946272) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 26 years of experience in the finance industry.
Patrick Fillette (CRD# 2346579) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 30 years of experience in the finance industry.