-
Distance Only Poughkeepsie, NY
-
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
Michael Rodriguez (CRD# 6196566) is an Investment Advisor Representative working at Primerica Advisors in Poughkeepsie, NY and has over 9 years of experience in the finance industry.
Erica Salzmann-Talbi (CRD# 1790807) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Poughkeepsie, NY and has over 36 years of experience in the finance industry. Erica Salzmann-Talbi 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.
Justin Semke (CRD# 5888559) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 9 years of experience in the finance industry.
Daniel Short (CRD# 4025839) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Chintan Shukla (CRD# 5606855) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Thomas Stritt (CRD# 7490495) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has 1 year of experience in the finance industry.
Gene Tannenbaum (CRD# 1889253) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 35 years of experience in the finance industry.
Michael Tannenbaum (CRD# 6679181) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 3 years of experience in the finance industry.
Robert Tannenbaum (CRD# 7278410) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 2 years of experience in the finance industry.
Gwendolyn Tibbals (CRD# 1093467) is an Investment Advisor Representative working at Eagle Strategies LLC in Poughkeepsie, NY and has over 39 years of experience in the finance industry.