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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
Robert Allen (CRD# 4222994) 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.
Robert Alonso (CRD# 7182718) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 4 years of experience in the finance industry.
Kyle Bean (CRD# 7581285) is an Investment Advisor Representative working at Tableaux Wealth in Stockbridge, MA and has over 2 years of experience in the finance industry.
Barbara Blas (CRD# 3018820) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingston, NY and has over 26 years of experience in the finance industry.
Cristine Calkins (CRD# 4524209) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 19 years of experience in the finance industry.
Eoin Carroll (CRD# 5749342) is an Investment Advisor Representative working at Lpl Financial LLC in Glenmont, NY and has over 13 years of experience in the finance industry.
Caleb Cisco (CRD# 7815810) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinebeck, NY and has 1 year of experience in the finance industry.
Paul Conte (CRD# 2577724) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 8 years of experience in the finance industry.
Steven Dawson (CRD# 2322172) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 31 years of experience in the finance industry.
Michael Ferraro (CRD# 2015119) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kingston, NY and has over 33 years of experience in the finance industry.