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Distance Only Wappingers Falls, 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
Christopher Cantele (CRD# 2940086) is an Investment Advisor Representative working at Lpl Financial LLC in Wappingers Falls, NY and has over 26 years of experience in the finance industry.
Daniel Goodwin (CRD# 4599538) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has over 21 years of experience in the finance industry.
James Hanson (CRD# 5628232) is an Investment Advisor Representative working at Next Financial Group, Inc. in Wappingers Falls, NY and has over 15 years of experience in the finance industry.
Charles Levinson (CRD# 710843) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 41 years of experience in the finance industry.
Jeffrey Polanco (CRD# 6146571) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Wappingers Falls, NY and has over 10 years of experience in the finance industry.
Wayne Quint (CRD# 4024460) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has over 23 years of experience in the finance industry. Wayne Quint 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.
James Santangelo (CRD# 4118275) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wappingers Falls, NY and has over 16 years of experience in the finance industry. James Santangelo 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.
Jerry Schuder (CRD# 2573583) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 29 years of experience in the finance industry.
Michael Stock (CRD# 3234273) is an Investment Advisor Representative working at Lpl Financial LLC in Wappingers Falls, NY and has over 24 years of experience in the finance industry.
Aaron Verdile (CRD# 6114631) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wappingers Falls, NY and has over 11 years of experience in the finance industry. Aaron Verdile 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.