-
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
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.
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.
Marisa Rothstein (CRD# 6422888) is an Investment Advisor Representative working at Advisory Services Network in Kinderhook, NY and has 1 year of experience in the finance industry. Marisa Rothstein 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.
Lauren Russo (CRD# 6950535) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 5 years of experience in the finance industry.
Frederick Schmalkuche (CRD# 4430633) is an Investment Advisor Representative working at Latitude Advisors, LLC in West Coxsackie, NY and has over 22 years of experience in the finance industry. Frederick Schmalkuche 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.
John Schwaikert (CRD# 2202461) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Winsted, CT and has over 31 years of experience in the finance industry. John Schwaikert 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.
Zachary Scott (CRD# 6436779) is an Investment Advisor Representative working at Commonwealth Financial Network in Stanfordville, NY and has over 8 years of experience in the finance industry.
Harvey Siegel (CRD# 1072771) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 36 years of experience in the finance industry.
Christopher Silipigno (CRD# 6931956) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 6 years of experience in the finance industry.
Thomas Sliney (CRD# 6571838) is an Investment Advisor Representative working at Bay Colony Advisors in Canton, CT and has 1 year of experience in the finance industry.