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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
Brian Dowery (CRD# 2966258) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 23 years of experience in the finance industry.
Christopher Drouin (CRD# 4541093) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 21 years of experience in the finance industry.
Jonathan Durant (CRD# 3026075) is an Investment Advisor Representative working at Durant Financial Planning LLC in West Milford, NJ and has over 25 years of experience in the finance industry. Jonathan Durant 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.
Nicole Dutkus (CRD# 6274737) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 7 years of experience in the finance industry.
Steven Dym (CRD# 5980550) is an Investment Advisor Representative working at Advisory Services Network in Monsey, NY and has over 6 years of experience in the finance industry.
James Egan (CRD# 1557304) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Nyack, NY and has over 35 years of experience in the finance industry.
Ulana Emerson (CRD# 6283201) is an Investment Advisor Representative working at Edward Jones in Port Jervis, NY and has over 10 years of experience in the finance industry.
Ernest Escobar (CRD# 6578834) is an Investment Advisor Representative working at Lpl Financial LLC in Mahwah, NJ and has over 8 years of experience in the finance industry.
Kristen Euretig (CRD# 6654165) is an Investment Advisor Representative working at Brooklyn Plans LLC in Beacon, NY and has 1 year of experience in the finance industry. Kristen Euretig 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.
Robert Falk (CRD# 1663468) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Newburgh, NY and has over 7 years of experience in the finance industry.