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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
Nerissa Hanley (CRD# 2828951) is an Investment Advisor Representative working at Primerica Advisors in Fort Plain, NY and has over 27 years of experience in the finance industry.
Richard Anthony (CRD# 1974671) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Amsterdam, NY and has over 34 years of experience in the finance industry.
Mark Davidson (CRD# 4546264) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Canajoharie, NY and has over 20 years of experience in the finance industry.
Allan Macvean (CRD# 2070157) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Johnstown, NY and has over 33 years of experience in the finance industry. Allan Macvean 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.
David Olsen (CRD# 1713343) is an Investment Advisor Representative working at Lpl Financial LLC in Amsterdam, NY and has over 36 years of experience in the finance industry.
Ricki Lyn Proctor (CRD# 4185003) is an Investment Advisor Representative working at Advice And Planning Services in Middleburgh, NY and has 1 year of experience in the finance industry.
Peter Psaras (CRD# 5702971) is an Investment Advisor Representative working at Conservative Equity Investment Advisors in Gloversville, NY and has over 14 years of experience in the finance industry.
Meredith Webber (CRD# 2435263) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cobleskill, NY and has over 26 years of experience in the finance industry.
Barbara Becker (CRD# 4885030) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 19 years of experience in the finance industry.
Zachary Bowerman (CRD# 7478005) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has 1 year of experience in the finance industry.