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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
Douglas Bauer (CRD# 1051210) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 20 years of experience in the finance industry. Douglas Bauer 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.
Barbara Becker (CRD# 4885030) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 19 years of experience in the finance industry.
Steven Becker (CRD# 4764262) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Schenectady, NY and has over 20 years of experience in the finance industry.
Simon Blattstein (CRD# 7123397) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Schenectady, NY and has 1 year of experience in the finance industry.
Bradley Bonfante (CRD# 6337181) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 9 years of experience in the finance industry.
James Boyce (CRD# 2233644) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 31 years of experience in the finance industry.
James Boyer (CRD# 4157163) is an Investment Advisor Representative working at Key Investment Services LLC in Albany, NY and has over 22 years of experience in the finance industry.
William Braat (CRD# 7692926) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Schenectady, NY and has 1 year of experience in the finance industry.
George Brown (CRD# 1538296) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Albany, NY and has over 37 years of experience in the finance industry. George Brown 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.
Conor Bryant (CRD# 5086002) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 14 years of experience in the finance industry. Conor Bryant 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.