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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
Jon Marable (CRD# 6482591) is an Investment Advisor Representative working at Key Investment Services LLC in Guilderland, NY and has 1 year of experience in the finance industry.
Michael Mareno (CRD# 6870498) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Schenectady, NY and has over 6 years of experience in the finance industry.
Leo McAllister (CRD# 324440) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cobleskill, NY and has over 43 years of experience in the finance industry.
Sean McAllister (CRD# 5421395) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cobleskill, NY and has over 16 years of experience in the finance industry.
Lysa McMahon (CRD# 2941988) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 26 years of experience in the finance industry.
Grant Mengel (CRD# 7137374) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Schenectady, NY and has 1 year of experience in the finance industry.
Joseph Mitchell (CRD# 1417153) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 38 years of experience in the finance industry.
Michael Mitchell (CRD# 7427719) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has 1 year of experience in the finance industry. Michael Mitchell 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.
John Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry. John Moss 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.
Gerard Murray (CRD# 1074312) is an Investment Advisor Representative working at Patriot Asset Management, Inc. in Tribes Hill, NY and has over 17 years of experience in the finance industry.