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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
Tamote Chin (CRD# 7605341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wappingers Falls, NY and has 1 year of experience in the finance industry.
Joseph Christiana (CRD# 2574360) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has over 28 years of experience in the finance industry.
Nancy Coenen (CRD# 7347333) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has 1 year of experience in the finance industry. Nancy Coenen 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.
Daniel Cwik (CRD# 5655978) is an Investment Advisor Representative working at Lpl Financial LLC in Wappingers Falls, NY and has over 14 years of experience in the finance industry.
Jennifer Delaney (CRD# 6128518) is an Investment Advisor Representative working at Lpl Financial LLC in Wappingers Falls, NY and has over 11 years of experience in the finance industry.
Philip Fulco (CRD# 1649832) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wappingers Falls, NY and has over 32 years of experience in the finance industry. Philip Fulco 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.
Joseph Guarneri (CRD# 7151489) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 4 years of experience in the finance industry.
Gina Mann (CRD# 2764057) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Wappingers Falls, NY and has over 21 years of experience in the finance industry.
Suhair Marji (CRD# 6650259) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wappingers Falls, NY and has over 7 years of experience in the finance industry.
William Pepe (CRD# 6412215) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has over 8 years of experience in the finance industry.