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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
Robert Jeffords (CRD# 2103347) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 33 years of experience in the finance industry.
Breanna Lundy (CRD# 5842892) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 13 years of experience in the finance industry.
Patrick Kimmell (CRD# 7221441) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 3 years of experience in the finance industry.
William Losey (CRD# 2290403) is an Investment Advisor Representative working at Bill Losey Retirement Solutions, LLC in Greenwich, NY and has over 31 years of experience in the finance industry. William Losey 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.
Larry Wilbur (CRD# 1056346) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 36 years of experience in the finance industry.
Joseph Abed El Latif (CRD# 6091481) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 9 years of experience in the finance industry.
Anthony Accetta (CRD# 5123632) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 17 years of experience in the finance industry.
Lawrence Agler (CRD# 1476297) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 37 years of experience in the finance industry.
James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Triad Hybrid Solutions in Burnt Hills, NY and has over 27 years of experience in the finance industry.