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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
Bridget Horan (CRD# 5610505) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 15 years of experience in the finance industry.
Heather Hudson (CRD# 5919587) 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.
Maureen Hulbert (CRD# 2908983) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 26 years of experience in the finance industry.
Robert Jeffords (CRD# 2103347) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 33 years of experience in the finance industry.
Tonia Kelley (CRD# 2308109) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 31 years of experience in the finance industry.
Adrienne Knapp (CRD# 5919105) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Stephen Krakower (CRD# 861939) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Courtney Krisanda (CRD# 4787045) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
Nathan Lafrance (CRD# 4211833) is an Investment Advisor Representative working at Key Investment Services LLC in Queensbury, NY and has over 23 years of experience in the finance industry.
Cory Laird (CRD# 6552295) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 8 years of experience in the finance industry. Cory Laird 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.