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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
Jonathan Haulenbeek (CRD# 1751378) is an Investment Advisor Representative working at Lpl Financial LLC in Northfield, CT and has over 36 years of experience in the finance industry.
Zachary Herring (CRD# 5195974) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 14 years of experience in the finance industry. Zachary Herring 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.
Jodi Hills (CRD# 2549040) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 26 years of experience in the finance industry.
Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 21 years of experience in the finance industry.
Craig Irwin (CRD# 5591993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 13 years of experience in the finance industry.
Elizabeth Jones (CRD# 3190846) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 25 years of experience in the finance industry.
Mark Jones (CRD# 2228086) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 31 years of experience in the finance industry.
Edvard Jorgensen (CRD# 4499232) is an Investment Advisor Representative working at Seahorse Financial Advisers Inc. in Millbrook, NY and has over 20 years of experience in the finance industry.
Dorothy Kaiser (CRD# 1139492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 20 years of experience in the finance industry.
Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 28 years of experience in the finance industry.