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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
Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 24 years of experience in the finance industry.
Colleen Kavanaugh (CRD# 2390849) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 8 years of experience in the finance industry.
Tonia Kelley (CRD# 2308109) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 31 years of experience in the finance industry.
Edward Kitchell (CRD# 4197530) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 23 years of experience in the finance industry.
Jessica Klucka (CRD# 5848411) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 7 years of experience in the finance industry.
Adrienne Knapp (CRD# 5919105) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
David Kopyc (CRD# 1065369) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 39 years of experience in the finance industry.
Stephen Krakower (CRD# 861939) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Courtney Krisanda (CRD# 4787045) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
Michael Lafleche (CRD# 2168269) is an Investment Advisor Representative working at Lpl Financial LLC in Clifton Park, NY and has over 32 years of experience in the finance industry.