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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
Michael Rundle (CRD# 1723710) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 26 years of experience in the finance industry. Michael Rundle 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.
William Sullivan (CRD# 2288195) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 31 years of experience in the finance industry. William Sullivan 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.
Anthony Tangredi (CRD# 4867559) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goshen, NY and has over 19 years of experience in the finance industry.
Alexander Taub (CRD# 3163646) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goshen, NY and has over 25 years of experience in the finance industry.
Nicholas Tuck (CRD# 1988528) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 34 years of experience in the finance industry.
Brad Whitted (CRD# 3270081) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goshen, NY and has over 24 years of experience in the finance industry.
Edwin Ayala (CRD# 2735438) is an Investment Advisor Representative working at Primerica Advisors in Goshen, NY and has over 27 years of experience in the finance industry.
Paul Cammareri (CRD# 5211919) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Goshen, NY and has over 17 years of experience in the finance industry.
Francine Foerst (CRD# 1958697) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Goshen, NY and has over 34 years of experience in the finance industry.
Philip Kersting (CRD# 7049400) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 3 years of experience in the finance industry.