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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
Kelsey Ponesse (CRD# 6619119) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 7 years of experience in the finance industry.
Joseph Porcelli (CRD# 6886508) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Dominick Profaci (CRD# 6732998) is an Investment Advisor Representative working at Edward Jones in Arlington, NY and has over 7 years of experience in the finance industry.
Dominick Profaci (CRD# 4676232) is an Investment Advisor Representative working at Edward Jones in Hyde Park, NY and has over 20 years of experience in the finance industry.
Joseph Quinn (CRD# 2024535) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 34 years of experience in the finance industry.
Wayne Quint (CRD# 4024460) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has over 23 years of experience in the finance industry. Wayne Quint 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.
Michael Ranieri (CRD# 6180522) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hopewell Junction, NY and has over 11 years of experience in the finance industry.
Katherine Reisfeld (CRD# 2922214) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Hook, NY and has over 26 years of experience in the finance industry.
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.