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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
Karl Klein (CRD# 1075899) is an Investment Advisor Representative working at Lpl Financial LLC in Glens Falls, NY and has over 40 years of experience in the finance industry.
Neil Lajeunesse (CRD# 1019071) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Queensbury, NY and has over 40 years of experience in the finance industry.
Jonathan Mandwelle (CRD# 2493454) is an Investment Advisor Representative working at J. Mandwelle Capital Management in Queensbury, NY and has over 29 years of experience in the finance industry.
Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.
Alfred Merchant (CRD# 2029339) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in South Glens Falls, NY and has over 34 years of experience in the finance industry.
Dale Mullin (CRD# 4551848) is an Investment Advisor Representative working at Esi Financial Advisors in Queensbury, NY and has over 21 years of experience in the finance industry.
Patrick Mylod (CRD# 7156930) is an Investment Advisor Representative working at Commonwealth Financial Network in Queensbury, NY and has over 4 years of experience in the finance industry.
Karen Ogden (CRD# 4844105) is an Investment Advisor Representative working at Envest Asset Management, LLC in Dorset, VT and has over 2 years of experience in the finance industry. Karen Ogden 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.
Mark Ostrander (CRD# 7154791) is an Investment Advisor Representative working at Edward Jones in Glens Falls, NY and has over 4 years of experience in the finance industry.
Kenneth Parlin (CRD# 3081940) is an Investment Advisor Representative working at Parlin Advisors LLC in Hague, NY and has over 12 years of experience in the finance industry. Kenneth Parlin 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.