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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
Zachery Freire (CRD# 6993118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 5 years of experience in the finance industry.
Matthew Freitag (CRD# 6771138) is an Investment Advisor Representative working at St. Germain Investment Management in Lee, MA and has over 6 years of experience in the finance industry.
Robert Fretto (CRD# 6889915) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 6 years of experience in the finance industry.
Stephen Galib (CRD# 7013401) is an Investment Advisor Representative working at Stephen P Galib Crpc in Pittsfield, MA and has over 5 years of experience in the finance industry.
Fred Gallo (CRD# 3031325) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 19 years of experience in the finance industry.
Daniel Galvin (CRD# 2445602) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 30 years of experience in the finance industry.
Joseph Geis (CRD# 2412889) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 26 years of experience in the finance industry.
Jennifer George (CRD# 5706077) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Castleton-On-Hudson, NY and has over 13 years of experience in the finance industry. Jennifer George 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.
Thomas Giardina (CRD# 4484176) is an Investment Advisor Representative working at Financial Transparency in Pittsfield, MA and has over 22 years of experience in the finance industry.
Christopher Gilbert (CRD# 3212627) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 25 years of experience in the finance industry.