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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 Coombs (CRD# 868634) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, NY and has over 25 years of experience in the finance industry.
Taylor Coombs (CRD# 6711788) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, NY and has over 7 years of experience in the finance industry.
Scott Coopersmith (CRD# 2907311) is an Investment Advisor Representative working at Commonwealth Financial Network in New City, NY and has over 16 years of experience in the finance industry.
Kenneth Copans (CRD# 4337527) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in New Windsor, NY and has over 24 years of experience in the finance industry.
Bryan Covert (CRD# 4912871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 11 years of experience in the finance industry.
Stephen Craffen (CRD# 1853502) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has 28 years of experience in the finance industry.
Senta Curran (CRD# 2503069) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pine Bush, NY and has over 29 years of experience in the finance industry. Senta Curran 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.
Darien Dacosta (CRD# 2541713) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Suffern, NY and has over 29 years of experience in the finance industry.
Timothy Dalton (CRD# 1640160) is an Investment Advisor Representative working at Edward Jones in Branchville, NJ and has over 31 years of experience in the finance industry.
Philip Deangelo (CRD# 4204841) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 23 years of experience in the finance industry.