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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
Harrison Xu (CRD# 5916689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Patrick Younis (CRD# 4817155) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Jamie Zamani (CRD# 4891047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 16 years of experience in the finance industry.
Michael Zielenski (CRD# 6438339) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Christopher Zito (CRD# 2655643) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Glens Falls, NY and has over 22 years of experience in the finance industry.
Anna Millea (CRD# 5896979) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 12 years of experience in the finance industry. Anna Millea 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.
Katherine Bates (CRD# 6111611) is an Investment Advisor Representative working at Morgan Stanley in Glens Falls, NY and has over 10 years of experience in the finance industry.
Melissa Battiste (CRD# 4829235) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Glens Falls, NY and has over 19 years of experience in the finance industry.
Sean Berger (CRD# 1754719) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Queensbury, NY and has over 36 years of experience in the finance industry. Sean Berger 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.