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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
Evan Meltzer (CRD# 1133833) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Kingston, NY and has over 40 years of experience in the finance industry.
Philip Meltzer (CRD# 2768288) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Kingston, NY and has over 18 years of experience in the finance industry. Philip Meltzer 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.
Judd Peterson (CRD# 1416493) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 38 years of experience in the finance industry.
Joseph Pillot (CRD# 5408014) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kingston, NY and has over 16 years of experience in the finance industry.
Michael Risko (CRD# 1975573) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Kingston, NY and has over 34 years of experience in the finance industry.
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.
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.
Justin Staie (CRD# 6374692) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 9 years of experience in the finance industry.
Daniel Toronto (CRD# 5100612) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 15 years of experience in the finance industry.
Cynthia Troeger (CRD# 3171697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 25 years of experience in the finance industry.