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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
Philip Chieco (CRD# 6737457) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 7 years of experience in the finance industry.
David Chin (CRD# 1475752) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Greenbush, NY and has over 37 years of experience in the finance industry. David Chin 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.
Zachary Cietek (CRD# 6620017) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 7 years of experience in the finance industry.
Brett Clatworthy (CRD# 6296019) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 8 years of experience in the finance industry.
Shawn Conroy (CRD# 6024352) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 11 years of experience in the finance industry.
Joshua Cooper (CRD# 6090608) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 11 years of experience in the finance industry.
Peter Coughlin (CRD# 1379968) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 38 years of experience in the finance industry.
Matthew Cowie (CRD# 6456539) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 9 years of experience in the finance industry.
Thomas Currie (CRD# 5465944) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 15 years of experience in the finance industry.
Michael Davis (CRD# 6483406) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 8 years of experience in the finance industry.