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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
Megan Merriam (CRD# 5611573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 5 years of experience in the finance industry.
Gerard Murray (CRD# 1074312) is an Investment Advisor Representative working at Patriot Asset Management, Inc. in Tribes Hill, NY and has over 17 years of experience in the finance industry.
Kiere Neulander (CRD# 5674184) is an Investment Advisor Representative working at Lpl Financial LLC in Malta, NY and has over 14 years of experience in the finance industry. Kiere Neulander 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.
Leo Nicotera (CRD# 2238859) is an Investment Advisor Representative working at Lpl Financial LLC in Ballston Lake, NY and has over 31 years of experience in the finance industry.
Timothy Ochs (CRD# 3018979) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Schenectady, NY and has over 23 years of experience in the finance industry.
Charles Palmer (CRD# 3015011) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Scotia, NY and has over 23 years of experience in the finance industry.
Michael Parker (CRD# 3016685) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johnstown, NY and has over 23 years of experience in the finance industry.
Johnathon Perog (CRD# 7339664) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Delanson, NY and has over 2 years of experience in the finance industry.
Cynthia Powell (CRD# 1588463) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Schenectady, NY and has over 37 years of experience in the finance industry.
Herbert Reilly (CRD# 1717740) is an Investment Advisor Representative working at Hfr Wealth Management, LLC in Niskayuna, NY and has over 32 years of experience in the finance industry.