-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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 21 years of experience in the finance industry.
Candice Pope (CRD# 6164561) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 6 years of experience in the finance industry.
Dominick Profaci (CRD# 4676232) is an Investment Advisor Representative working at Edward Jones in Hyde Park, NY and has over 20 years of experience in the finance industry.
Katherine Reisfeld (CRD# 2922214) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Hook, NY and has over 26 years of experience in the finance industry.
Lydia Renders (CRD# 1827999) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 35 years of experience in the finance industry.
David Rice (CRD# 4674758) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pittsfield, MA and has over 20 years of experience in the finance industry. David Rice 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.
Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.
Michael Risko (CRD# 1975573) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Kingston, NY and has over 34 years of experience in the finance industry.
James Rose (CRD# 1335376) is an Investment Advisor Representative working at Dollar & Sense in Pittsfield, MA and has over 39 years of experience in the finance industry. James Rose 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.