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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
Christopher Tomaskovic (CRD# 5091325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
Daniel Toronto (CRD# 5100612) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 15 years of experience in the finance industry.
Eric Traditi (CRD# 6279838) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lagrangeville, NY and has over 8 years of experience in the finance industry.
Cynthia Troeger (CRD# 3171697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 25 years of experience in the finance industry.
Jesse Uttendorfer (CRD# 6903326) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 6 years of experience in the finance industry.
Jason Valentino (CRD# 6049175) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Paltz, NY and has over 11 years of experience in the finance industry.
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 New Paltz, 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.