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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
David Frederick (CRD# 1075196) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 26 years of experience in the finance industry. David Frederick 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.
Brett Froman (CRD# 4428229) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hopewell Junction, NY and has over 16 years of experience in the finance industry.
Jovan Fryar (CRD# 6641025) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fishkill, NY and has over 7 years of experience in the finance industry.
John Gadonniex (CRD# 2854981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 26 years of experience in the finance industry.
Kara Gadonniex (CRD# 2414056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 30 years of experience in the finance industry.
Martha Gakou (CRD# 4177350) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 21 years of experience in the finance industry.
Nicholas Galente (CRD# 4645774) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
Allison Gaudio (CRD# 5116742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 11 years of experience in the finance industry.
Thomas Geoghegan (CRD# 6399625) is an Investment Advisor Representative working at Edward Jones in Beacon, NY and has over 9 years of experience in the finance industry.
Todd Gianguzzi (CRD# 2844315) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Brewster, NY and has over 26 years of experience in the finance industry.