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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
Zachary Bowerman (CRD# 7478005) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has 1 year of experience in the finance industry.
James Boyce (CRD# 2233644) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 31 years of experience in the finance industry.
William Braat (CRD# 7692926) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Schenectady, NY and has 1 year of experience in the finance industry.
Benjamin Chamberlain (CRD# 4041473) is an Investment Advisor Representative working at Lpl Financial LLC in Burnt Hills, NY and has over 24 years of experience in the finance industry.
Anthony Chrisikos (CRD# 1236911) is an Investment Advisor Representative working at Key Investment Services LLC in Guilderland, NY and has over 40 years of experience in the finance industry.
Andrew Clark (CRD# 5155991) is an Investment Advisor Representative working at Lpl Financial LLC in Niskayuna, NY and has over 17 years of experience in the finance industry.
Robert Colley (CRD# 710427) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Glenville, NY and has over 37 years of experience in the finance industry. Robert Colley 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.
Joseph Daddario (CRD# 2680682) is an Investment Advisor Representative working at Avantax Advisory Services in Schenectady, NY and has over 28 years of experience in the finance industry.
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.