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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
Austin Deskewicz (CRD# 7555663) is an Investment Advisor Representative working at Lpl Financial LLC in Ballston Lake, NY and has 1 year of experience in the finance industry.
Rebecca Ditata (CRD# 6769249) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 4 years of experience in the finance industry.
Nicolas Dumas (CRD# 6804595) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 5 years of experience in the finance industry. Nicolas Dumas 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.
Kevin Eberz (CRD# 5868853) is an Investment Advisor Representative working at Key Investment Services LLC in Schenectady, NY and has over 13 years of experience in the finance industry.
Jonathan Fredericks (CRD# 4809711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dolgeville, NY and has over 19 years of experience in the finance industry.
Paul Gemmiti (CRD# 1963871) is an Investment Advisor Representative working at Portfolio Allocators LLC in Delanson, NY and has over 34 years of experience in the finance industry. Paul Gemmiti 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.
Alex Harran (CRD# 7536084) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scotia, NY and has 1 year of experience in the finance industry.
David Hawley (CRD# 1329770) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Schenectady, NY and has over 39 years of experience in the finance industry.
Gary Heidenstrom (CRD# 4665165) is an Investment Advisor Representative working at Robert L. Kristel, C.p.a., P.c. in Schenectady, NY and has 1 year of experience in the finance industry.
Christopher Hunt (CRD# 3225506) is an Investment Advisor Representative working at Key Investment Services LLC in Schenectady, NY and has over 23 years of experience in the finance industry.