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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
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.
Elliott Friedman (CRD# 714411) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has 1 year 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.
Christina Jean-Baptiste (CRD# 4931961) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Schenectady , NY and has over 4 years of experience in the finance industry.
Linda Kessler (CRD# 1976805) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mayfield, NY and has over 34 years of experience in the finance industry.