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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
Andrew Pleat (CRD# 3073662) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 24 years of experience in the finance industry.
Thomas Pyle (CRD# 1524442) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Fair Haven, VT and has over 34 years of experience in the finance industry.
Kellyann Risler (CRD# 6597585) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Richard Rodrigue (CRD# 4416416) is an Investment Advisor Representative working at Lpl Financial LLC in Fair Haven, VT and has over 22 years of experience in the finance industry.
Salvatore Romano (CRD# 2367933) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
Stephen Rosamino (CRD# 5804721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
James Rutherford (CRD# 2053702) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 33 years of experience in the finance industry.
Matthew Salisbury (CRD# 5718377) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 14 years of experience in the finance industry.
Erin Santspree (CRD# 5061965) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 17 years of experience in the finance industry.
Amy Seagroatt (CRD# 2925982) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.