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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
David Chin (CRD# 1475752) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Greenbush, NY and has over 37 years of experience in the finance industry. David Chin 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.
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.
Robert Abel (CRD# 4397867) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 22 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.
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.
James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Triad Hybrid Solutions in Burnt Hills, NY and has over 27 years of experience in the finance industry.
Kollin Allard (CRD# 6468527) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 2 years of experience in the finance industry.
Glen Allen (CRD# 4293316) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 8 years of experience in the finance industry. Glen Allen 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.
Cory Alverson (CRD# 6488573) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 8 years of experience in the finance industry.
Alfred Amato (CRD# 4335456) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 23 years of experience in the finance industry. Alfred Amato 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.