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Distance Only Saugerties, 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
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.
John Kelly (CRD# 5217352) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 14 years of experience in the finance industry. John Kelly 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.
Justin Staie (CRD# 6374692) is an Investment Advisor Representative working at Lpl Financial LLC in Saugerties, NY and has over 9 years of experience in the finance industry.
Rebeca Cotton (CRD# 7909949) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has 1 year of experience in the finance industry. Rebeca Cotton 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.
Howard Haller (CRD# 1266382) is an Investment Advisor Representative working at Commonwealth Financial Network in Saugerties, NY and has over 40 years of experience in the finance industry.
Thomas Vaccaro (CRD# 1206602) is an Investment Advisor Representative working at Briarcliff Manor Wealth Advisors in Saugerties, NY and has over 40 years of experience in the finance industry. Thomas Vaccaro 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.