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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
Omar Carnecchia (CRD# 1913251) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 15 years of experience in the finance industry.
Matthew Caruso (CRD# 2968696) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Windsor, NY and has over 18 years of experience in the finance industry. Matthew Caruso 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.
Eric Cassalina (CRD# 6263879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 9 years of experience in the finance industry.
Marc Cassalina (CRD# 2074366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 33 years of experience in the finance industry.
Sandra Cerqueira (CRD# 5002874) is an Investment Advisor Representative working at Lpl Financial LLC in Sharon, CT and has over 18 years of experience in the finance industry.
Mark Choinski (CRD# 2749225) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 27 years of experience in the finance industry.
Kenneth Christman (CRD# 4306483) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 23 years of experience in the finance industry.
Erin Clancy (CRD# 6749843) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 5 years of experience in the finance industry.
James Comblo (CRD# 6220665) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Fishkill, NY and has over 10 years of experience in the finance industry.
Robert Coombs (CRD# 868634) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Newburgh, NY and has over 25 years of experience in the finance industry.