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Distance Only Clifton Park, 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
Daniel Vartigian (CRD# 1858190) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 35 years of experience in the finance industry.
John Walsh (CRD# 1042029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 39 years of experience in the finance industry.
Lee Wilson (CRD# 4024420) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 13 years of experience in the finance industry.
Lauren Woodcock (CRD# 5386159) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 10 years of experience in the finance industry.
Robert Woodcock (CRD# 1575147) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 36 years of experience in the finance industry. Robert Woodcock 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.
Stefanie Adams (CRD# 6789847) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 6 years of experience in the finance industry.
Hal Allen (CRD# 2431708) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clifton Park, NY and has over 30 years of experience in the finance industry.
Thomas Appleton (CRD# 1062982) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Clifton Park, NY and has over 41 years of experience in the finance industry.
Angela Aruanna (CRD# 7783846) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has 1 year of experience in the finance industry.
Kevin Babcock (CRD# 1691222) is an Investment Advisor Representative working at Lpl Financial LLC in Clifton Park, NY and has over 34 years of experience in the finance industry. Kevin Babcock 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.