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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
Laurie Schlossberg (CRD# 6646466) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 6 years of experience in the finance industry.
William Scotti (CRD# 6475823) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 6 years of experience in the finance industry.
Todd Silaika (CRD# 2738334) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 27 years of experience in the finance industry.
Todd Smolen (CRD# 4320985) is an Investment Advisor Representative working at Lpl Financial LLC in Clifton Park, NY and has over 16 years of experience in the finance industry.
Christopher Spratt (CRD# 3102111) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 23 years of experience in the finance industry.
Jonathan Tamul (CRD# 4951516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 18 years of experience in the finance industry.
Melissa Taylor (CRD# 4437086) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clifton Park, NY and has over 21 years of experience in the finance industry.
Cory Teleisha (CRD# 2014646) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 33 years of experience in the finance industry.
Mark Thomas (CRD# 1506720) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 24 years of experience in the finance industry. Mark Thomas 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.
Daniel Tidd (CRD# 2763087) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 27 years of experience in the finance industry.