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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
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.
Stephen Carleton (CRD# 4669661) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
Matthew Carras (CRD# 5538718) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 14 years of experience in the finance industry.
John Carroll (CRD# 1196969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
Laura Carroll (CRD# 5427993) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 15 years of experience in the finance industry.
Mac Casale (CRD# 5470559) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 16 years of experience in the finance industry. Mac Casale 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.
Valerie Cassick (CRD# 6447596) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 9 years of experience in the finance industry. Valerie Cassick 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.
Danielle Cefalu (CRD# 6023765) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 12 years of experience in the finance industry.