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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
Christopher Laporta (CRD# 3128292) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 25 years of experience in the finance industry. Christopher Laporta 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.
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.
William Mack (CRD# 1327268) is an Investment Advisor Representative working at Planmember Securities Corporation in Schenectady, NY and has over 39 years of experience in the finance industry.
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
Shelby Martin (CRD# 6347357) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 6 years of experience in the finance industry.
William McCartan (CRD# 1470098) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 18 years of experience in the finance industry.
John Mendrysa (CRD# 2492930) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 29 years of experience in the finance industry.
Gregory Mengel (CRD# 4482167) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Schenectady, NY and has over 22 years of experience in the finance industry.
James Merrill (CRD# 4198174) is an Investment Advisor Representative working at Edward Jones in Albany, NY and has over 23 years of experience in the finance industry.
Lisbeth Mitchell (CRD# 5468012) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 15 years of experience in the finance industry.