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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
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.
William Winters (CRD# 6561554) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 7 years of experience in the finance industry.
Frederick Woods (CRD# 1447058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 38 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.
Salman Afzal (CRD# 6864615) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 6 years 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.
Robert Allen (CRD# 4222994) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 years of experience in the finance industry.
Takuya Arai (CRD# 6107056) is an Investment Advisor Representative working at Benkei Asset Management in Gardiner, NY and has over 12 years of experience in the finance industry.