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Distance Only Poughkeepsie, NY
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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
Anthony Pereira (CRD# 2820273) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughkeepsie, NY and has over 27 years of experience in the finance industry. Anthony Pereira 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.
Carlos Perez (CRD# 5128727) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
Craig Pesce (CRD# 2860958) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 25 years of experience in the finance industry. Craig Pesce 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.
Susan Pineiro (CRD# 4701573) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 17 years of experience in the finance industry.
Kelsey Ponesse (CRD# 6619119) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 7 years of experience in the finance industry.
Joseph Porcelli (CRD# 6886508) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Joseph Quinn (CRD# 2024535) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 34 years of experience in the finance industry.
Erika Sammons (CRD# 5477919) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
Theresa Scott (CRD# 2684119) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Jason Siegel (CRD# 2580799) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 29 years of experience in the finance industry.