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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
Jeffrey Scales (CRD# 1820907) is an Investment Advisor Representative working at Commonwealth Financial Network in Rhinebeck, NY and has over 36 years of experience in the finance industry. Jeffrey Scales 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 Schloemer (CRD# 828696) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kingston, NY and has over 43 years of experience in the finance industry.
Alex Sette (CRD# 7099320) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kingston, NY and has over 2 years of experience in the finance industry.
Craig Sickler (CRD# 4222992) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 years of experience in the finance industry.
Holly Simeone (CRD# 7058714) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Great Barrington, MA and has over 2 years of experience in the finance industry.
Stephen Simmons (CRD# 1207544) is an Investment Advisor Representative working at Lincoln Investment in Coxsackie, NY and has over 39 years of experience in the finance industry.
William Sjem (CRD# 4308404) is an Investment Advisor Representative working at Cavalier Advisory & Insurance in East Jewett, NY and has over 10 years of experience in the finance industry.
Cheryl Stuart (CRD# 1081382) is an Investment Advisor Representative working at Commonwealth Financial Network in Kingston, NY and has over 27 years of experience in the finance industry.
George Telles (CRD# 1738003) is an Investment Advisor Representative working at Lpl Financial LLC in Windham, NY and has over 36 years of experience in the finance industry.
Cathleen Tobin (CRD# 2510136) is an Investment Advisor Representative working at Moonbridge Financial Design, LLC in Rhinebeck, NY and has 1 year of experience in the finance industry. Cathleen Tobin 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.