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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
Christopher Downey (CRD# 1053442) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 40 years of experience in the finance industry.
Barry Drogy (CRD# 2472829) is an Investment Advisor Representative working at Pendragon Capital Management, Inc. in Fishkill, NY and has over 29 years of experience in the finance industry.
Christopher Drouin (CRD# 4541093) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 21 years of experience in the finance industry.
James Dunn (CRD# 5312999) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 12 years of experience in the finance industry. James Dunn 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.
William Dunstan (CRD# 1575567) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 37 years of experience in the finance industry.
Michael Durante (CRD# 1751450) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 28 years of experience in the finance industry. Michael Durante 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.
Christopher Dursi (CRD# 1684519) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, CT and has over 36 years of experience in the finance industry.
William Dwyer (CRD# 2039844) is an Investment Advisor Representative working at Commonwealth Financial Network in Hopewell Junction, NY and has over 33 years of experience in the finance industry.
Shane Edmond (CRD# 7032954) is an Investment Advisor Representative working at Bolton Global Asset Management in Danbury, CT and has over 5 years of experience in the finance industry.
Kristen Euretig (CRD# 6654165) is an Investment Advisor Representative working at Brooklyn Plans LLC in Beacon, NY and has 1 year of experience in the finance industry. Kristen Euretig 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.