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Distance Only Rhinebeck, 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
Daniel D'ordine (CRD# 4481632) is an Investment Advisor Representative working at Ddo Advisory Services, LLC in Rhinebeck, NY and has over 21 years of experience in the finance industry. Daniel D'ordine 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.
Christopher Fenton (CRD# 1476577) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinebeck, NY and has over 38 years of experience in the finance industry. Christopher Fenton 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.
Bruce Mazo (CRD# 1970174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rhinebeck, NY and has over 34 years of experience in the finance industry.
Jason Ostapczuk (CRD# 6584698) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rhinebeck, NY and has over 8 years of experience in the finance industry.
Darlene Pedrosa (CRD# 5123349) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinebeck, NY and has over 18 years of experience in the finance industry. Darlene Pedrosa 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.
Caleb Cisco (CRD# 7815810) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinebeck, NY and has 1 year of experience in the finance industry.
Derek Doyle (CRD# 7875758) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Rhinebeck, NY and has 1 year of experience in the finance industry.
Michelle Martin (CRD# 3165837) is an Investment Advisor Representative working at Commonwealth Financial Network in Rhinebeck, NY and has over 25 years of experience in the finance industry.
Jeffrey Scales (CRD# 1820907) is an Investment Advisor Representative working at Commonwealth Financial Network in Rhinebeck, NY and has over 36 years of experience in the finance industry. Jeffrey Scales 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.
Cathleen Tobin (CRD# 2510136) is an Investment Advisor Representative working at Moonbridge Financial Design, LLC in Rhinebeck, NY and has 1 year of experience in the finance industry. Cathleen Tobin 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.