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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
Joseph Barreiro (CRD# 2438140) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 30 years of experience in the finance industry.
Anthony Barrese (CRD# 1710378) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Paltz, NY and has over 36 years of experience in the finance industry.
Stephen Baumgartner (CRD# 2461934) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hopewell Junction, NY and has over 26 years of experience in the finance industry. Stephen Baumgartner 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.
Michael Bautista (CRD# 1863747) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 35 years of experience in the finance industry.
Paul Beatty (CRD# 2628494) is an Investment Advisor Representative working at Commonwealth Financial Network in Danbury, CT and has over 28 years of experience in the finance industry.
Robert Beckett (CRD# 1238616) is an Investment Advisor Representative working at Summit Financial, LLC in Danbury, CT and has over 33 years of experience in the finance industry.
Kenneth Beesmer (CRD# 2296782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 31 years of experience in the finance industry.
Michael Begley (CRD# 2854614) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cross River, NY and has over 26 years of experience in the finance industry.
Donald Bell (CRD# 1769550) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 36 years of experience in the finance industry.
Michael Benedetto (CRD# 4924958) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Yorktown Heights, NY and has over 12 years of experience in the finance industry.