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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
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.
Cynthia Troeger (CRD# 3171697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 25 years of experience in the finance industry.
Jesse Uttendorfer (CRD# 6903326) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 6 years of experience in the finance industry.
Frederick Woods (CRD# 1447058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 38 years of experience in the finance industry.
Edward Zaik (CRD# 2115492) is an Investment Advisor Representative working at Equitable Advisors, LLC in Valatie, NY and has over 32 years of experience in the finance industry.
Salman Afzal (CRD# 6864615) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 6 years of experience in the finance industry.
Robert Allen (CRD# 4222994) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 years of experience in the finance industry.
Robert Alonso (CRD# 7182718) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 4 years of experience in the finance industry.
Alexandra Armstrong (CRD# 6975768) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 4 years of experience in the finance industry.
Barbara Blas (CRD# 3018820) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingston, NY and has over 26 years of experience in the finance industry.