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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
Candace Cuniberti (CRD# 4835062) is an Investment Advisor Representative working at Wsa Affiliates, LLC in Salisbury, CT and has over 18 years of experience in the finance industry. Candace Cuniberti 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.
Senta Curran (CRD# 2503069) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pine Bush, NY and has over 29 years of experience in the finance industry. Senta Curran 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.
James Daly (CRD# 1671729) is an Investment Advisor Representative working at Bluering Advisors, Inc. in Lagrangeville, NY and has over 36 years of experience in the finance industry.
Paige Decker (CRD# 7005808) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 5 years of experience in the finance industry.
James Devico (CRD# 5405659) is an Investment Advisor Representative working at Mountain Pass Planning in Hopewell Junction, NY and has over 15 years of experience in the finance industry.
Kathryn Dilg (CRD# 4469488) 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.
Maximus Disesa (CRD# 6108215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry. Maximus Disesa 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 Dolan (CRD# 2463234) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 29 years of experience in the finance industry.
Alberto Dominguez (CRD# 5063309) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
Christopher Downey (CRD# 1053442) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 40 years of experience in the finance industry.