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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
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.
Kenneth Lindner (CRD# 2641186) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, CT and has over 27 years of experience in the finance industry.
Wayne Locke (CRD# 1682299) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Milford, CT and has over 37 years of experience in the finance industry.
David Long (CRD# 1446168) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Brookfield, CT and has over 37 years of experience in the finance industry. David Long has taken additional exams to become a Certified Financial Planner (CFP®).
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.
Michael Mandelos (CRD# 5380047) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 11 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 35 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®).