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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
David Reilly (CRD# 5406175) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 16 years of experience in the finance industry.
Barry Rings (CRD# 6069531) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 11 years of experience in the finance industry. Barry Rings 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.
Shaun Roach (CRD# 6624203) is an Investment Advisor Representative working at Edward Jones in Latham, NY and has over 7 years of experience in the finance industry.
Megan Rodriguez (CRD# 5888382) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 13 years of experience in the finance industry.
James Ross (CRD# 6889632) is an Investment Advisor Representative working at Equitable Advisors, LLC in Latham, NY and has over 5 years of experience in the finance industry.
Anthony Russo (CRD# 1681263) is an Investment Advisor Representative working at Morgan Stanley in Latham, NY and has over 36 years of experience in the finance industry.
Michael Ryan (CRD# 2212989) is an Investment Advisor Representative working at Marathon Mission in Latham, NY and has over 32 years of experience in the finance industry. Michael Ryan 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.
Lisa Santos (CRD# 1907534) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 33 years of experience in the finance industry.
Jeffrey Saran (CRD# 6679902) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 7 years of experience in the finance industry.
John Scheidegger (CRD# 4225103) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 23 years of experience in the finance industry.