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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
Andrew Armstrong (CRD# 6242716) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Paula Aveni (CRD# 4893694) is an Investment Advisor Representative working at Lpl Financial LLC in Malta, NY and has over 17 years of experience in the finance industry.
Stephen Babson (CRD# 6563579) is an Investment Advisor Representative working at Edward Jones in Glens Falls, NY and has over 8 years of experience in the finance industry.
Stephen Basile (CRD# 6697788) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Dennis Beadle (CRD# 1137908) is an Investment Advisor Representative working at Archetype Advisors, LLC in Glens Falls, NY and has over 39 years of experience in the finance industry. Dennis Beadle 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.
Keith Bernard (CRD# 5920542) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Barbara Bertrand (CRD# 3217197) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Saratoga Sprgs, NY and has over 22 years of experience in the finance industry.
Kyle Boni (CRD# 6110530) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Luke Boughton (CRD# 5729882) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
Bonnie Boyce (CRD# 1452608) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 39 years of experience in the finance industry. Bonnie Boyce 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.