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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
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.
Michael Spero (CRD# 5670247) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Christopher Stala (CRD# 2277010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 31 years of experience in the finance industry.
Michael Stock (CRD# 3234273) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Joshua Stratton (CRD# 5310894) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
Brendan Summary (CRD# 5095041) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Mark Temple (CRD# 2547240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Robert Terry (CRD# 857796) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
Christopher Tomaskovic (CRD# 5091325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 18 years of experience in the finance industry.