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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
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.
Michael Ryan (CRD# 2255532) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 31 years of experience in the finance industry. Michael Ryan 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.
Joseph Schlater (CRD# 1756470) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Red Hook, NY and has over 36 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.
Ernest Selke (CRD# 2041454) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kingston, NY and has over 33 years of experience in the finance industry. Ernest Selke 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.
Brooks Sherman (CRD# 5359331) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 12 years of experience in the finance industry.
Colin Smith (CRD# 4976848) is an Investment Advisor Representative working at Mml Investors Services, LLC in Great Barrington, MA and has over 18 years of experience in the finance industry.
David St. Peter (CRD# 5145213) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 18 years of experience in the finance industry.
Justin Staie (CRD# 6374692) is an Investment Advisor Representative working at Lpl Financial LLC in Saugerties, NY and has over 9 years of experience in the finance industry.
Matthew Svirida (CRD# 2907955) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 26 years of experience in the finance industry.