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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
Steven Tennant (CRD# 2804023) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ballston Lake, NY and has over 27 years of experience in the finance industry. Steven Tennant 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.
Nicholas Trotta (CRD# 6827405) is an Investment Advisor Representative working at Edward Jones in Niskayuna, NY and has over 6 years of experience in the finance industry.
Guillermo Trujillo (CRD# 6400053) is an Investment Advisor Representative working at Edward Jones in Glenville, NY and has over 9 years of experience in the finance industry.
Eileen Vitarelle (CRD# 2906078) is an Investment Advisor Representative working at Commonwealth Financial Network in Rexford, NY and has over 25 years of experience in the finance industry.
Marissa Vollmer (CRD# 6364638) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 9 years of experience in the finance industry. Marissa Vollmer 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.
Meredith Webber (CRD# 2435263) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cobleskill, NY and has over 26 years of experience in the finance industry.
Gary Weinlein (CRD# 4942684) is an Investment Advisor Representative working at Avantax Advisory Services in Schenectady, NY and has over 18 years of experience in the finance industry.
Francis Zovistoski (CRD# 4278079) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Albany, NY and has over 23 years of experience in the finance industry. Francis Zovistoski 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.
Amy Aldrich (CRD# 1691251) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glenville, NY and has over 16 years of experience in the finance industry.
Gabriel Basalla (CRD# 7838255) is an Investment Advisor Representative working at Edward Jones in Niskayuna, NY and has 1 year of experience in the finance industry.