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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
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.
Donald Stanyon (CRD# 2288894) is an Investment Advisor Representative working at Lpl Financial LLC in Gloversville, NY and has over 31 years of experience in the finance industry.
Robert Waite (CRD# 4403425) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gloversville, NY and has over 22 years of experience in the finance industry.
Glen Allen (CRD# 4293316) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 8 years of experience in the finance industry. Glen Allen 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.
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.
William Barry (CRD# 7038939) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 5 years of experience in the finance industry.
Jason Blair (CRD# 4817880) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ballston Lake, NY and has over 14 years of experience in the finance industry.
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.
Michael Cremen (CRD# 6015039) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Schenectady, NY and has over 12 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.