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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
Michael Risko (CRD# 1975573) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Kingston, NY and has over 34 years of experience in the finance industry.
Peter Russell (CRD# 6526397) is an Investment Advisor Representative working at Edward Jones in Pleasant Valley, NY and has over 8 years of experience in the finance industry.
Michael Ryan (CRD# 2255532) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 31 years of experience in the finance industry. Michael Ryan 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.
Erika Sammons (CRD# 5477919) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
Brian Schmidt (CRD# 4648587) is an Investment Advisor Representative working at Hudson Delaware Planning LLC in Clinton Corners, NY and has over 17 years of experience in the finance industry. Brian Schmidt 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.
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.
Zachary Scott (CRD# 6436779) is an Investment Advisor Representative working at Commonwealth Financial Network in Stanfordville, NY and has over 8 years of experience in the finance industry.
Joanne Secky (CRD# 2434369) is an Investment Advisor Representative working at Lpl Financial LLC in New Paltz, NY and has over 30 years of experience in the finance industry.
Ernest Selke (CRD# 2041454) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kingston, NY and has over 33 years of experience in the finance industry. Ernest Selke 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.
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.