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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
Ricardo Ventura (CRD# 5386751) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry.
Mark Vesely (CRD# 2178496) is an Investment Advisor Representative working at Commonwealth Financial Network in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
Lambros Violaris (CRD# 2264340) 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.
John Vita (CRD# 2771687) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 27 years of experience in the finance industry.
Joshua Weinerman (CRD# 5955797) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 11 years of experience in the finance industry.
Mary Winters (CRD# 1572516) 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.
Richard Zuckerman (CRD# 1828594) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 33 years of experience in the finance industry.
Raymond Abreu (CRD# 7651168) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has 1 year of experience in the finance industry.
James Agrawal (CRD# 1409334) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Poughkeepsie, NY and has over 38 years of experience in the finance industry. James Agrawal 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.
Sarah Babcock (CRD# 6780321) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 6 years of experience in the finance industry.