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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
Antonio Coppola (CRD# 1380215) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Matthew Costa (CRD# 4835327) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 19 years of experience in the finance industry.
Bryan Covert (CRD# 4912871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 11 years of experience in the finance industry.
Martin Cukaj (CRD# 2304573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 31 years of experience in the finance industry. Martin Cukaj 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.
Allison Culley (CRD# 4077832) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Candace Cuniberti (CRD# 4835062) is an Investment Advisor Representative working at Wsa Affiliates, LLC in Salisbury, CT and has over 18 years of experience in the finance industry. Candace Cuniberti 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.
Senta Curran (CRD# 2503069) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pine Bush, NY and has over 29 years of experience in the finance industry. Senta Curran 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.
Helen Curtin (CRD# 5538022) is an Investment Advisor Representative working at Edward Jones in Brookfield, CT and has over 15 years of experience in the finance industry.
Daniel D'ordine (CRD# 4481632) is an Investment Advisor Representative working at Ddo Advisory Services, LLC in Rhinebeck, NY and has over 20 years of experience in the finance industry. Daniel D'ordine 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.
James Daly (CRD# 1671729) is an Investment Advisor Representative working at Bluering Advisors, Inc. in Lagrangeville, NY and has over 36 years of experience in the finance industry.