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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
Matthew Giorgi (CRD# 5138604) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
Perry Goldschein (CRD# 7334127) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 2 years of experience in the finance industry.
James Haskins (CRD# 2319076) is an Investment Advisor Representative working at Commonwealth Financial Network in Poughkeepsie, NY and has over 31 years of experience in the finance industry.
Andrew Jones (CRD# 7476410) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 2 years of experience in the finance industry.
Steven Jones (CRD# 5750390) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Anthony Kaplan (CRD# 2522219) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 29 years of experience in the finance industry.
Emalie Lasko (CRD# 6969141) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 5 years of experience in the finance industry.
Dean Marquis (CRD# 7123150) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 4 years of experience in the finance industry.
James Marxer (CRD# 2816890) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Poughkeepsie, NY and has over 12 years of experience in the finance industry.
Diane Matelsky-Lieberman (CRD# 1783521) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Poughkeepsie, NY and has over 36 years of experience in the finance industry.