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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
Matthew Costa (CRD# 4835327) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 19 years of experience in the finance industry.
Carol Crain (CRD# 2838153) is an Investment Advisor Representative working at Primerica Advisors in Bethel, CT and has over 27 years of experience in the finance industry.
Martin Cukaj (CRD# 2304573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 31 years of experience in the finance industry. Martin Cukaj 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.
Allison Culley (CRD# 4077832) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Helen Curtin (CRD# 5538022) is an Investment Advisor Representative working at Edward Jones in Brookfield, CT and has over 15 years of experience in the finance industry.
Wayne Curtis (CRD# 806844) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethel, CT and has over 33 years of experience in the finance industry.
Daniel D'ordine (CRD# 4481632) is an Investment Advisor Representative working at Ddo Advisory Services, LLC in Rhinebeck, NY and has over 20 years of experience in the finance industry. Daniel D'ordine 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 Dacey (CRD# 1856487) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorktown Heights, NY and has over 35 years of experience in the finance industry.
James Daly (CRD# 1671729) is an Investment Advisor Representative working at Bluering Advisors, Inc. in Lagrangeville, NY and has over 36 years of experience in the finance industry.
Philip Deangelo (CRD# 4204841) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 23 years of experience in the finance industry.