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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
Jessica Morris (CRD# 6354590) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 9 years of experience in the finance industry.
Charles Murphy (CRD# 4803191) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 20 years of experience in the finance industry.
Gary Nicksa (CRD# 3231668) is an Investment Advisor Representative working at Edward Jones in Torrington, CT and has over 24 years of experience in the finance industry.
Kevin O'donnell (CRD# 3003822) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 25 years of experience in the finance industry. Kevin O'donnell 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.
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 18 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.
Thomas Perrea (CRD# 1062362) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 41 years of experience in the finance industry.
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.
Corey Phillips (CRD# 6476624) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 8 years of experience in the finance industry.
Antonio Piccolino (CRD# 2174088) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hyde Park, NY and has over 32 years of experience in the finance industry.