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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
Stephen Basile (CRD# 6697788) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Dennis Beadle (CRD# 1137908) is an Investment Advisor Representative working at Archetype Advisors, LLC in Glens Falls, NY and has over 39 years of experience in the finance industry. Dennis Beadle 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.
Matthew Beebe (CRD# 3153732) is an Investment Advisor Representative working at Commonwealth Financial Network in Queensbury, NY and has over 25 years of experience in the finance industry.
Maxwell Beebe (CRD# 6921387) is an Investment Advisor Representative working at Commonwealth Financial Network in Queensbury, NY and has over 5 years of experience in the finance industry.
Andrew Beresford (CRD# 5303702) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 17 years of experience in the finance industry.
Keith Bernard (CRD# 5920542) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Barbara Bertrand (CRD# 3217197) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Saratoga Sprgs, NY and has over 22 years of experience in the finance industry.
Robert Bizek (CRD# 1163641) is an Investment Advisor Representative working at Summit Investments LLC in Dorset, VT and has over 40 years of experience in the finance industry.
Jason Blair (CRD# 4817880) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ballston Lake, NY and has over 14 years of experience in the finance industry.
David Bogonovich (CRD# 4553947) is an Investment Advisor Representative working at Centurion Wealth Management in Dorset, VT and has 1 year of experience in the finance industry.