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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 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.
Robert Chapman (CRD# 6274864) is an Investment Advisor Representative working at Edward Jones in Pittsfield, MA and has over 9 years of experience in the finance industry.
Steven Chick (CRD# 2034932) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamstown, MA and has over 34 years of experience in the finance industry.
David Chin (CRD# 1475752) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Greenbush, NY and has over 37 years of experience in the finance industry. David Chin 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.
Barbara Chizniak (CRD# 4654798) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 20 years of experience in the finance industry.
Anthony Clement (CRD# 2574247) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 28 years of experience in the finance industry.
Stacey Colao-Gardner (CRD# 3143098) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 24 years of experience in the finance industry.
Dennis Colavito (CRD# 732893) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 39 years of experience in the finance industry.
Michael Coleman (CRD# 1966745) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 34 years of experience in the finance industry.