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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
Kenneth Beesmer (CRD# 2296782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 31 years of experience in the finance industry.
Salvatore Bocchimuzzo (CRD# 2075376) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 33 years of experience in the finance industry. Salvatore Bocchimuzzo 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 Bopp (CRD# 2991821) is an Investment Advisor Representative working at Key Investment Services LLC in Copake, NY and has over 26 years of experience in the finance industry.
Meredith Briggs (CRD# 4989511) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 18 years of experience in the finance industry. Meredith Briggs 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.
David Chin (CRD# 1475752) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Greenbush, NY and has over 37 years of experience in the finance industry. David Chin 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.
Erin Clancy (CRD# 6749843) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 5 years of experience in the finance industry.
Candace Cuniberti (CRD# 4835062) is an Investment Advisor Representative working at Wsa Affiliates, LLC in Salisbury, CT and has over 18 years of experience in the finance industry. Candace Cuniberti 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.
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.
Sherry De Celle (CRD# 2504200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Great Barrington, MA and has over 29 years of experience in the finance industry.
Luke Delorme (CRD# 6628294) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 7 years of experience in the finance industry.