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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
Nicolette Harney (CRD# 6373780) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Washingtonville, NY and has over 8 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.
Rachel Hendricks (CRD# 5700969) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 14 years of experience in the finance industry.
Michael Henshaw (CRD# 4073511) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Goshen, NY and has over 24 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.
Robert Howerter (CRD# 2186998) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Middletown, NY and has over 32 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.
Richard Jasper (CRD# 1190115) is an Investment Advisor Representative working at Park Avenue Securities LLC in Yorktown Heights, NY and has over 38 years of experience in the finance industry.