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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
Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 24 years of experience in the finance industry.
Mitsuo Lockrow (CRD# 2640883) is an Investment Advisor Representative working at Cambridge Wealth Management, LLC in Cambridge, NY and has over 28 years of experience in the finance industry.
Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.
Joseph Abed El Latif (CRD# 6091481) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 9 years of experience in the finance industry.
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.
Robert Adams (CRD# 6593537) is an Investment Advisor Representative working at Edward Jones in North Adams, MA and has over 8 years of experience in the finance industry.
Marc Agel (CRD# 2853423) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 25 years of experience in the finance industry. Marc Agel 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.
Lawrence Agler (CRD# 1476297) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 38 years of experience in the finance industry.
Stacy Akaka (CRD# 6561717) is an Investment Advisor Representative working at Morgan Stanley in Saratoga Springs, NY and has over 8 years of experience in the finance industry.