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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
Fuat Bagsever (CRD# 5750588) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 13 years of experience in the finance industry.
Matthew Caruso (CRD# 2968696) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Windsor, NY and has over 18 years of experience in the finance industry. Matthew Caruso 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.
Kenneth Copans (CRD# 4337527) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in New Windsor, NY and has over 24 years of experience in the finance industry.
Anthony Digennaro (CRD# 4483264) is an Investment Advisor Representative working at Edward Jones in New Windsor, NY and has over 21 years of experience in the finance industry.
Gerard Morra (CRD# 4553554) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 21 years of experience in the finance industry.
Kevin Mulqueen (CRD# 1100523) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 39 years of experience in the finance industry. Kevin Mulqueen 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.
Michael Porpora (CRD# 5237118) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in New Windsor, NY and has over 13 years of experience in the finance industry.
Christopher Tucciariello (CRD# 4477613) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 22 years of experience in the finance industry.
Brenda Heitmuller (CRD# 3203059) is an Investment Advisor Representative working at Key Investment Services LLC in New Windsor, NY and has over 24 years of experience in the finance industry.
Phillip Williams (CRD# 4023661) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Windsor, NY and has over 23 years of experience in the finance industry.