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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
Lydia Renders (CRD# 1827999) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 35 years of experience in the finance industry.
David Rice (CRD# 4674758) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pittsfield, MA and has over 20 years of experience in the finance industry. David Rice 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.
Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.
David Rioux (CRD# 710871) is an Investment Advisor Representative working at Rioux & Company, LLC in Burlington, CT and has over 42 years of experience in the finance industry.
James Rose (CRD# 1335376) is an Investment Advisor Representative working at Dollar & Sense in Pittsfield, MA and has over 39 years of experience in the finance industry. James Rose 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.
Kimberly Saja (CRD# 6490083) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 6 years of experience in the finance industry.
Emily Savage (CRD# 2080060) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 24 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.
John Schwaikert (CRD# 2202461) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Winsted, CT and has over 31 years of experience in the finance industry. John Schwaikert 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.