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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
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.
John Kelly (CRD# 5217352) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 14 years of experience in the finance industry. John Kelly 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 Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
Mackenzie Kusch (CRD# 5895432) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brookfield, CT and has over 11 years of experience in the finance industry.
Augusto La Torre (CRD# 2242554) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newburgh, NY and has over 31 years of experience in the finance industry.
Frederick Landwehr (CRD# 3174016) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, CT and has over 25 years of experience in the finance industry.
Derek Lavery (CRD# 4611074) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 21 years of experience in the finance industry.
John Leigh (CRD# 6748508) is an Investment Advisor Representative working at Edward Jones in Hopewell Junction, NY and has over 7 years of experience in the finance industry.
Michael Lentini (CRD# 5609851) is an Investment Advisor Representative working at Lpl Financial LLC in Beacon, NY and has over 15 years of experience in the finance industry.