-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Rachel Hendricks (CRD# 5700969) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 14 years of experience in the finance industry.
Michael Henshaw (CRD# 4073511) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Goshen, NY and has over 24 years of experience in the finance industry.
Zachary Herring (CRD# 5195974) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 14 years of experience in the finance industry. Zachary Herring 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 Howerter (CRD# 2186998) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Middletown, NY and has over 32 years of experience in the finance industry.
Craig Irwin (CRD# 5591993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 13 years of experience in the finance industry.
Richard Jasper (CRD# 1190115) is an Investment Advisor Representative working at Park Avenue Securities LLC in Yorktown Heights, NY and has over 38 years of experience in the finance industry.
Dorothy Kaiser (CRD# 1139492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 20 years of experience in the finance industry.
Mark Kalish (CRD# 1175525) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 31 years of experience in the finance industry. Mark Kalish 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.
David Keller (CRD# 6269897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 10 years of experience in the finance industry.
Christopher Kelly (CRD# 6082122) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stony Point, NY and has over 11 years of experience in the finance industry.