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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
John Leigh (CRD# 6748508) is an Investment Advisor Representative working at Edward Jones in Hopewell Junction, NY and has over 7 years of experience in the finance industry.
Charles Levinson (CRD# 710843) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 41 years of experience in the finance industry.
Dean Lysenko (CRD# 6454359) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 10 years of experience in the finance industry.
Frank Marano (CRD# 2457696) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Poughkeepsie, NY and has over 30 years of experience in the finance industry.
Michael Mattes (CRD# 5387725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 12 years of experience in the finance industry.
Bruce Mazo (CRD# 1970174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rhinebeck, NY and has over 34 years of experience in the finance industry.
David Mazzetti (CRD# 3002459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 26 years of experience in the finance industry. David Mazzetti 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.
Jane McCarthy (CRD# 2312382) is an Investment Advisor Representative working at Equitable Advisors, LLC in Red Hook, NY and has over 17 years of experience in the finance industry.
Devin McGill (CRD# 5941638) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Red Hook, NY and has over 12 years of experience in the finance industry.
Matthew Meddaugh (CRD# 2864394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 25 years of experience in the finance industry.