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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
Lisa Tennant (CRD# 3073720) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 25 years of experience in the finance industry. Lisa Tennant 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.
Zachary Timm (CRD# 6822666) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 6 years of experience in the finance industry.
Val Tornicelli (CRD# 2952282) is an Investment Advisor Representative working at Principal Securities, Inc. in Latham, NY and has over 26 years of experience in the finance industry.
Andre Turman (CRD# 5961725) is an Investment Advisor Representative working at Morgan Stanley in Latham, NY and has over 12 years of experience in the finance industry.
Michele Waite (CRD# 5595322) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 13 years of experience in the finance industry.
Paul Wajda (CRD# 2579797) is an Investment Advisor Representative working at Mml Investors Services, LLC in Latham, NY and has over 29 years of experience in the finance industry.
Jeffrey Weygant (CRD# 4360609) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 15 years of experience in the finance industry.
Chelsea Whiteman (CRD# 6067584) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 11 years of experience in the finance industry.
Christopher Wilson (CRD# 4663024) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 20 years of experience in the finance industry.
Craig Wilson (CRD# 837639) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 28 years of experience in the finance industry.