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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
Daniel Toronto (CRD# 5100612) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 15 years of experience in the finance industry.
Cynthia Troeger (CRD# 3171697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 25 years of experience in the finance industry.
Jesse Uttendorfer (CRD# 6903326) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 6 years of experience in the finance industry.
A. Mackenzie Waggaman (CRD# 4742004) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 20 years of experience in the finance industry.
Terrence Webb (CRD# 2287909) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 30 years of experience in the finance industry.
Stacie Weiner (CRD# 1361975) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 38 years of experience in the finance industry.
Frederick Woods (CRD# 1447058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 38 years of experience in the finance industry.
Edward Zaik (CRD# 2115492) is an Investment Advisor Representative working at Equitable Advisors, LLC in Valatie, NY and has over 32 years of experience in the finance industry.
Matthew Chester (CRD# 6174330) is an Investment Advisor Representative working at Tableaux Wealth in Stockbridge, MA and has over 10 years of experience in the finance industry. Matthew Chester 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.
Salman Afzal (CRD# 6864615) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 6 years of experience in the finance industry.