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Distance Only Newburgh, 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
Augusto La Torre (CRD# 2242554) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newburgh, NY and has over 31 years of experience in the finance industry.
Anthony Ortiz (CRD# 4618628) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, NY and has over 21 years of experience in the finance industry.
Michael Passante (CRD# 5396964) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 16 years of experience in the finance industry. Michael Passante 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.
Derek Pinelli (CRD# 5451528) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, NY and has over 14 years of experience in the finance industry.
David Speranza (CRD# 4269430) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Newburgh, NY and has over 23 years of experience in the finance industry.
Ashley Squillace (CRD# 6344315) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Newburgh, NY and has over 8 years of experience in the finance industry.
Ryan Swanson (CRD# 6805048) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 5 years of experience in the finance industry.
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.
Nicholas Brown (CRD# 7470720) is an Investment Advisor Representative working at Edward Jones in Newburgh, NY and has 1 year of experience in the finance industry.
Anne Curci (CRD# 2339858) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 30 years of experience in the finance industry.