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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
Zachary Herring (CRD# 5195974) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 14 years of experience in the finance industry. Zachary Herring 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.
Craig Irwin (CRD# 5591993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 13 years of experience in the finance industry.
Dorothy Kaiser (CRD# 1139492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 20 years of experience in the finance industry.
Michael Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 31 years of experience in the finance industry.
Derek Lavery (CRD# 4611074) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 21 years of experience in the finance industry.
Dean Lysenko (CRD# 6454359) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 10 years of experience in the finance industry.
Frank Marano (CRD# 2457696) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Poughkeepsie, NY and has over 30 years of experience in the finance industry.
Michael Mattes (CRD# 5387725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 12 years of experience in the finance industry.
David Mazzetti (CRD# 3002459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 26 years of experience in the finance industry. David Mazzetti 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.