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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
Louis Curci (CRD# 2339959) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 30 years of experience in the finance industry.
Albert Delorenzo (CRD# 64710) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 28 years of experience in the finance industry. Albert Delorenzo 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.
Zachary Manheim (CRD# 6833289) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 3 years of experience in the finance industry.
Scott Morrow (CRD# 3236178) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 24 years of experience in the finance industry. Scott Morrow 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.
Michelle Rawl (CRD# 7170852) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 4 years of experience in the finance industry.
Zachary Ruttenberg (CRD# 7259371) is an Investment Advisor Representative working at Eagle Strategies LLC in Newburgh, NY and has over 2 years of experience in the finance industry.
Margaret Schimmelpfennig (CRD# 6840221) is an Investment Advisor Representative working at Primerica Advisors in Newburgh, NY and has over 6 years of experience in the finance industry.
Patrick Shea (CRD# 7658762) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has 1 year of experience in the finance industry.
Matthew Wyant (CRD# 7689825) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has 1 year of experience in the finance industry.