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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
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.
Tyler Bates (CRD# 6958495) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 3 years of experience in the finance industry.
Gary Ben-Ezra (CRD# 2969204) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 26 years of experience in the finance industry.
Laura Betros (CRD# 7263306) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in Poughkeepsie, NY and has over 3 years of experience in the finance industry.
Johannes Brand (CRD# 5721889) is an Investment Advisor Representative working at Primerica Advisors in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
Nicholas Cacace (CRD# 4490091) is an Investment Advisor Representative working at Mml Investors Services, LLC in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
Fatima Campbell (CRD# 7308038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has 1 year of experience in the finance industry.
Christa Coates (CRD# 4442764) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Kimberly Contelmo (CRD# 2989566) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Poughkeepsie, NY and has over 25 years of experience in the finance industry.