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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
Brett Harris (CRD# 5478362) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 16 years of experience in the finance industry.
Jeffrey Harris (CRD# 5421120) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 16 years of experience in the finance industry.
Brittany Hedderman-Giordano (CRD# 6799093) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 6 years of experience in the finance industry. Brittany Hedderman-Giordano 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.
Robert Hennes (CRD# 833753) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 39 years of experience in the finance industry.
Steven Herweyer (CRD# 5207071) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 17 years of experience in the finance industry.
Virginia Iarusso (CRD# 6164129) is an Investment Advisor Representative working at Edward Jones in Albany, NY and has over 10 years of experience in the finance industry.
Travis Kellman (CRD# 5089864) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 17 years of experience in the finance industry. Travis Kellman 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.
Adam Knaust (CRD# 5430453) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 15 years of experience in the finance industry.
Frank Kunker (CRD# 854757) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 41 years of experience in the finance industry.
Peter Laurenzo (CRD# 1299590) is an Investment Advisor Representative working at Gwn Securities Inc. in Albany, NY and has over 39 years of experience in the finance industry. Peter Laurenzo 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.