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Distance Metro area (25 miles)
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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
Timothy Holk (CRD# 1219185) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in North Chatham, NY and has over 39 years of experience in the finance industry.
Danielle Hughes (CRD# 2189447) is an Investment Advisor Representative working at Divine Asset Management LLC in Lake Hill, NY and has over 32 years of experience in the finance industry.
Peter Hussey (CRD# 1023597) is an Investment Advisor Representative working at Next Financial Group, Inc. in Ravena, NY and has over 38 years of experience in the finance industry. Peter Hussey 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.
Ryan Hussey (CRD# 5730342) is an Investment Advisor Representative working at Next Financial Group, Inc. in Ravena, NY and has over 14 years of experience in the finance industry.
Richard Jeffreys (CRD# 2338313) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 30 years of experience in the finance industry. Richard Jeffreys 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.
Eric Johnson (CRD# 1022780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 42 years of experience in the finance industry.
Elizabeth Jones (CRD# 3190846) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 24 years of experience in the finance industry.
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.
Michael Mandelos (CRD# 5380047) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 11 years of experience in the finance industry.
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.