-
Distance Only Latham, NY
-
COMPENSATION Either
-
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
Kelsey Irwin (CRD# 5852030) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 12 years of experience in the finance industry.
Andrew Jeffreys (CRD# 6063709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 9 years of experience in the finance industry.
Renu Kallianpur (CRD# 3023455) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 26 years of experience in the finance industry.
Ryan Kelton (CRD# 4801246) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Latham, NY and has over 8 years of experience in the finance industry. Ryan Kelton 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.
Sean Kelton (CRD# 4801247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Latham, NY and has over 6 years of experience in the finance industry. Sean Kelton 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.
Edward King (CRD# 2262701) is an Investment Advisor Representative working at Graney& King, LLC in Latham, NY and has over 31 years of experience in the finance industry. Edward King 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.
Michael Knizek (CRD# 5876847) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 12 years of experience in the finance industry.
Janet Labella (CRD# 3083381) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 24 years of experience in the finance industry.
Crystal Langdon (CRD# 3113209) is an Investment Advisor Representative working at Alphastar Capital Management in Latham, NY and has over 25 years of experience in the finance industry. Crystal Langdon 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.
Michael Lanides (CRD# 2970718) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 26 years of experience in the finance industry.