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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
Manuel Choy (CRD# 4464917) is an Investment Advisor Representative working at Wpm Wealth Advisors LLC in Saratoga Springs, NY and has over 22 years of experience in the finance industry. Manuel Choy 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.
Lloyd Church (CRD# 2835393) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Malta, NY and has over 27 years of experience in the finance industry.
Alfonso Cioffi (CRD# 1165133) is an Investment Advisor Representative working at Lpl Financial LLC in Warrensburg, NY and has over 30 years of experience in the finance industry.
Casey Clark (CRD# 5859208) is an Investment Advisor Representative working at Rockefeller Capital Management in Ny, NY and has over 13 years of experience in the finance industry.
Thomas Clune (CRD# 49041) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 37 years of experience in the finance industry.
John Costantino (CRD# 2320113) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saratoga Springs, NY and has over 31 years of experience in the finance industry.
Brian Cuneo (CRD# 2892928) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 26 years of experience in the finance industry.
Nicolas De Troye (CRD# 4653175) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
Thomas Dingley (CRD# 5897266) is an Investment Advisor Representative working at Alphastar Capital Management in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
Chloe Duanshi (CRD# 5940465) is an Investment Advisor Representative working at Rockefeller Capital Management in Ny, NY and has over 11 years of experience in the finance industry.