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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
Morgan Brooks (CRD# 6158021) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 11 years of experience in the finance industry.
Steven Brown (CRD# 4203557) is an Investment Advisor Representative working at Equitable Advisors, LLC in Queensbury, NY and has over 23 years of experience in the finance industry.
Laura Brunetti (CRD# 2564345) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clifton Park, NY and has over 10 years of experience in the finance industry. Laura Brunetti 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.
Barry Bruno (CRD# 2220517) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga Springs, NY and has over 32 years of experience in the finance industry.
Raymond Bryan (CRD# 6034186) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Scott Calhoun (CRD# 2781856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 27 years of experience in the finance industry.
Jeffrey Campito (CRD# 5739812) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 14 years of experience in the finance industry. Jeffrey Campito 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.
William Canale (CRD# 1420779) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 37 years of experience in the finance industry. William Canale 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.
Anthony Capobianco (CRD# 1000972) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clifton Park, NY and has over 22 years of experience in the finance industry.
Stephen Carleton (CRD# 4669661) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 20 years of experience in the finance industry.