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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 Goodwin (CRD# 4599538) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has over 21 years of experience in the finance industry.
Ian Green (CRD# 3097802) is an Investment Advisor Representative working at Pendragon Capital Management, Inc. in Fishkill, NY and has over 25 years of experience in the finance industry.
Robert Greenwald (CRD# 1714496) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie , NY and has over 36 years of experience in the finance industry.
James Hanson (CRD# 5628232) is an Investment Advisor Representative working at Next Financial Group, Inc. in Wappingers Falls, NY and has over 15 years of experience in the finance industry.
Eldon Harris (CRD# 4994519) is an Investment Advisor Representative working at Morgan Stanley in Kingston, NY and has over 18 years of experience in the finance industry.
Zachary Herring (CRD# 5195974) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 14 years of experience in the finance industry. Zachary Herring 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 Hill (CRD# 2262864) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingston, NY and has over 31 years of experience in the finance industry. Edward Hill 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.
Marianne Hobson (CRD# 6374890) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 7 years of experience in the finance industry.
Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 21 years of experience in the finance industry.
Craig Irwin (CRD# 5591993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 13 years of experience in the finance industry.