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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
Jesse Uttendorfer (CRD# 6903326) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 6 years of experience in the finance industry.
Frederick Woods (CRD# 1447058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 38 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.
Harvey Bowks (CRD# 1023200) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 37 years 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.
David Gagnon (CRD# 3159291) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 24 years of experience in the finance industry.
Brian Ginty (CRD# 4134122) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingston, NY and has over 22 years of experience in the finance industry. Brian Ginty 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.
Patricia Guida (CRD# 2150600) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 32 years of experience in the finance industry.