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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
Devin McGill (CRD# 5941638) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Red Hook, NY and has over 12 years of experience in the finance industry.
Evan Meltzer (CRD# 1133833) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingston, NY and has over 40 years of experience in the finance industry.
Philip Meltzer (CRD# 2768288) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingston, NY and has over 18 years of experience in the finance industry. Philip Meltzer 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.
Lowell Miller (CRD# 2183374) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Woodstock, NY and has over 30 years of experience in the finance industry.
Edward Murray (CRD# 6167908) is an Investment Advisor Representative working at Lpl Financial LLC in Nassau, NY and has over 10 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 17 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.
Judd Peterson (CRD# 1416493) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 38 years of experience in the finance industry.
Joseph Pillot (CRD# 5408014) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kingston, NY and has over 16 years of experience in the finance industry.
Doina Pinto (CRD# 2709957) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Hook, NY and has over 20 years of experience in the finance industry.