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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
Roger Brinks (CRD# 6510186) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 8 years of experience in the finance industry.
Susan Brown (CRD# 5262343) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 17 years of experience in the finance industry.
Dedra Brust (CRD# 5210391) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 15 years of experience in the finance industry. Dedra Brust 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.
Noah Buck (CRD# 7071368) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 6 years of experience in the finance industry.
Brendan Bullett (CRD# 4477713) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 20 years of experience in the finance industry.
Andrew Bullock (CRD# 3104436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 25 years of experience in the finance industry.
Scott Cahill (CRD# 4753094) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 19 years of experience in the finance industry.
Richard Capullo (CRD# 1023179) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Loudonville, NY and has over 37 years of experience in the finance industry.
Lisa Cardone-O'connor (CRD# 1179387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 35 years of experience in the finance industry.
John Carl (CRD# 2905059) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 26 years of experience in the finance industry.