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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
Matthew Hague (CRD# 6505461) is an Investment Advisor Representative working at Guide Wealth Management. We have offices in Manhattan, the Hudson Valley, and Washington D.C.
Salvatore Bocchimuzzo (CRD# 2075376) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Kingston, NY and has over 27 years of experience in the finance industry. Salvatore Bocchimuzzo 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.
Robert Cepeda (CRD# 2200719) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Goshen, NY and has over 26 years of experience in the finance industry. Robert Cepeda 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.
Robert Coombs (CRD# 868634) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Newburgh, NY and has over 19 years of experience in the finance industry.
Richard Deam (CRD# 63150) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Hopewell Junction, NY and has over 31 years of experience in the finance industry. Richard Deam 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.
Deborah Dematteo (CRD# 1376406) is an Investment Advisor Representative working at 10-15 Associates, Inc. in Goshen, NY and has over 32 years of experience in the finance industry. Deborah Dematteo 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.
Lawrence Denoia (CRD# 1772409) is an Investment Advisor Representative working at Private Advisor Group, LLC in Peekskill, NY and has over 30 years of experience in the finance industry. Lawrence Denoia 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.