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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
William Canale (CRD# 1420779) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 37 years of experience in the finance industry. William Canale 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.
Stephen Carleton (CRD# 4669661) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
John Carroll (CRD# 1196969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
Laura Carroll (CRD# 5427993) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 15 years of experience in the finance industry.
Amanda Cedrone (CRD# 5724850) is an Investment Advisor Representative working at Edward Jones in Queensbury, NY and has over 8 years of experience in the finance industry.
Carlo Cedrone (CRD# 3053745) is an Investment Advisor Representative working at Edward Jones in Queensbury, NY and has over 25 years of experience in the finance industry.
Danielle Cefalu (CRD# 6023765) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Manuel Choy (CRD# 4464917) is an Investment Advisor Representative working at Wpm Wealth Advisors LLC in Saratoga Springs, NY and has over 22 years of experience in the finance industry. Manuel Choy 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.
Lloyd Church (CRD# 2835393) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Malta, NY and has over 27 years of experience in the finance industry.
Tyler Cinelli (CRD# 5688437) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 14 years of experience in the finance industry.