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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
Irene Monck (CRD# 5412961) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
John Morgan (CRD# 2030826) is an Investment Advisor Representative working at Mountain View Strategic Wealth, LLC in Hopewell Junction, NY and has over 12 years of experience in the finance industry.
Denise Morgantini (CRD# 2226577) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Susan Murphy (CRD# 1096077) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Thomas Murphy (CRD# 6232128) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 10 years of experience in the finance industry.
Marianne Naughton (CRD# 1361667) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 37 years of experience in the finance industry.
Timothy Neilson (CRD# 1242428) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 23 years of experience in the finance industry.
Michelle Nolen (CRD# 4133587) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Stephen O Flaherty (CRD# 5024576) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
Marlene Pagentine (CRD# 1425478) is an Investment Advisor Representative working at Edward Jones in New Paltz, NY and has over 38 years of experience in the finance industry.