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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
Stephen Valentino (CRD# 6844368) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 5 years of experience in the finance industry.
Lisa Vedder (CRD# 1361670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 38 years of experience in the finance industry.
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.