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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
Nicholas Kopff (CRD# 7260035) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 3 years of experience in the finance industry.
Robert Kristel (CRD# 4665169) is an Investment Advisor Representative working at Robert L. Kristel, C.p.a., P.c. in Schenectady, NY and has 1 year of experience in the finance industry.
Paul Kruger (CRD# 2181160) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Amsterdam, NY and has over 32 years of experience in the finance industry.
Ronald Labella (CRD# 2540357) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 29 years of experience in the finance industry.
Alicia Lasch (CRD# 6367757) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 9 years of experience in the finance industry.
Sean Leonard (CRD# 3056818) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 25 years of experience in the finance industry.
John Lofrumento (CRD# 5022240) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Ballston Lake, NY and has over 18 years of experience in the finance industry. John Lofrumento 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.
Michael Lurie (CRD# 4210566) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 23 years of experience in the finance industry.
Lauren Mallon (CRD# 6545086) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 6 years of experience in the finance industry. Lauren Mallon 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.
Shawn Maloney (CRD# 6148072) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 2 years of experience in the finance industry.