-
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
Paolo Saggese (CRD# 7418193) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 2 years of experience in the finance industry.
Gustave Scacco (CRD# 2539326) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 29 years of experience in the finance industry.
Bryan Scheels (CRD# 7382236) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has 1 year of experience in the finance industry.
James Serkes (CRD# 4271004) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 23 years of experience in the finance industry.
Andrew Sheard (CRD# 6963470) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Milanville, PA and has over 4 years of experience in the finance industry. Andrew Sheard 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.
Noel Spencer (CRD# 2320549) is an Investment Advisor Representative working at Avantax Advisory Services in Goshen, NY and has over 30 years of experience in the finance industry.
Karen Stewart (CRD# 2939575) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, NY and has over 25 years of experience in the finance industry.
Dawn Sweed (CRD# 6401308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 9 years of experience in the finance industry.
Brian Tegnander (CRD# 2820240) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Goshen, NY and has over 27 years of experience in the finance industry.
Peter Vanetten (CRD# 4703228) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 20 years of experience in the finance industry.