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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
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.
Marisa Rothstein (CRD# 6422888) is an Investment Advisor Representative working at Advisory Services Network in Kinderhook, NY and has 1 year of experience in the finance industry. Marisa Rothstein 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 Ryan (CRD# 2255532) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 31 years of experience in the finance industry. Michael Ryan 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.
Joseph Schlater (CRD# 1756470) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Red Hook, NY and has over 36 years of experience in the finance industry.
Frederick Schmalkuche (CRD# 4430633) is an Investment Advisor Representative working at Latitude Advisors, LLC in West Coxsackie, NY and has over 22 years of experience in the finance industry. Frederick Schmalkuche 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.
Brian Schmidt (CRD# 4648587) is an Investment Advisor Representative working at Hudson Delaware Planning LLC in Clinton Corners, NY and has over 17 years of experience in the finance industry. Brian Schmidt 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.
Zachary Scott (CRD# 6436779) is an Investment Advisor Representative working at Commonwealth Financial Network in Stanfordville, NY and has over 8 years of experience in the finance industry.
Ernest Selke (CRD# 2041454) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kingston, NY and has over 33 years of experience in the finance industry. Ernest Selke 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.
Mark Stern (CRD# 2382975) is an Investment Advisor Representative working at Stone Ridge Advisors in Stone Ridge, NY and has over 30 years of experience in the finance industry.
Daniel Toronto (CRD# 5100612) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 15 years of experience in the finance industry.