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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
Marianne Naughton (CRD# 1361667) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 37 years of experience in the finance industry.
Timothy Neilson (CRD# 1242428) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 23 years of experience in the finance industry.
Michelle Nolen (CRD# 4133587) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Stephen O Flaherty (CRD# 5024576) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
John Obrien (CRD# 2238455) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Brookfield, CT and has over 31 years of experience in the finance industry.
Anthony Ortiz (CRD# 4618628) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, NY and has over 21 years of experience in the finance industry.
Stephen Ortiz (CRD# 6365661) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New Haven, CT and has over 5 years of experience in the finance industry. Stephen Ortiz 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.
Jason Ostapczuk (CRD# 6584698) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rhinebeck, NY and has over 8 years of experience in the finance industry.
Marlene Pagentine (CRD# 1425478) is an Investment Advisor Representative working at Edward Jones in New Paltz, NY and has over 38 years of experience in the finance industry.
William Pasnau (CRD# 4417325) is an Investment Advisor Representative working at Pasnau Investment Management, Inc. in New Milford, CT and has 1 year of experience in the finance industry.