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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
Thomas Geoghegan (CRD# 6399625) is an Investment Advisor Representative working at Edward Jones in Beacon, NY and has over 9 years of experience in the finance industry.
Daniel Giaimo (CRD# 3274158) is an Investment Advisor Representative working at Lpl Financial LLC in Peekskill, NY and has over 24 years of experience in the finance industry. Daniel Giaimo 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.
Barbara Ginty (CRD# 5014182) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 16 years of experience in the finance industry.
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.
Thomas Gorman (CRD# 2233707) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goshen, NY and has over 31 years of experience in the finance industry. Thomas Gorman 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.
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.
Sandra Handler (CRD# 2370168) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newburgh, NY and has over 30 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.