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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
Jeffrey Simays (CRD# 7199698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Schenectady, NY and has over 3 years of experience in the finance industry.
Tiffany Soricelli (CRD# 6473884) is an Investment Advisor Representative working at Virtuoso Asset Management LLC in Burnt Hills, NY and has over 7 years of experience in the finance industry.
Lawrence Spagnola (CRD# 1398285) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amsterdam, NY and has over 38 years of experience in the finance industry.
Mark Spagnola (CRD# 2983817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amsterdam, NY and has over 26 years of experience in the finance industry.
Donald Stanyon (CRD# 2288894) is an Investment Advisor Representative working at Lpl Financial LLC in Gloversville, NY and has over 31 years of experience in the finance industry.
Nicole Stone (CRD# 5517941) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Schenectady, NY and has 1 year of experience in the finance industry.
William Vanevera (CRD# 845685) is an Investment Advisor Representative working at Mml Investors Services, LLC in Schenectady, NY and has over 24 years of experience in the finance industry.
Christine Vanmeter (CRD# 3051679) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has over 25 years of experience in the finance industry. Christine Vanmeter 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.
David Vanmeter (CRD# 1848501) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has over 15 years of experience in the finance industry. David Vanmeter 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.
Luke Vanmeter (CRD# 6804373) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has over 4 years of experience in the finance industry.