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Distance Only Latham, NY
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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
Anthony Accetta (CRD# 5123632) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 17 years of experience in the finance industry.
Rachel Arata (CRD# 6936317) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 5 years of experience in the finance industry.
Victor Bernstein (CRD# 5592605) is an Investment Advisor Representative working at Edward Jones in Latham, NY and has over 15 years of experience in the finance industry.
Andrew Black (CRD# 2928789) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 16 years of experience in the finance industry.
Christopher Bonitatibus (CRD# 5660108) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 14 years of experience in the finance industry.
Abigail Boslet (CRD# 5823154) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 13 years of experience in the finance industry.
Thomas Burdick (CRD# 1765677) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 36 years of experience in the finance industry. Thomas Burdick 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.
Gilbert Chase (CRD# 2115491) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 31 years of experience in the finance industry.
Jeffrey Church (CRD# 5367711) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 16 years of experience in the finance industry. Jeffrey Church 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.
John Daniels (CRD# 6739088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 7 years of experience in the finance industry.