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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
Noah Buck (CRD# 7071368) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 6 years of experience in the finance industry.
Andrew Goo (CRD# 6173624) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 8 years of experience in the finance industry.
Kathleen O'donnell Luther (CRD# 5819495) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rensselaer, NY and has over 13 years of experience in the finance industry.
David Reo (CRD# 2113425) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Rensselaer, NY and has over 32 years of experience in the finance industry.
Terance Ruso (CRD# 2966987) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Rensselaer, NY and has over 25 years of experience in the finance industry.
Jordan Andre (CRD# 6933391) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 5 years of experience in the finance industry. Jordan Andre 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.
Helen Carroll (CRD# 4832733) is an Investment Advisor Representative working at Mussett Wealth Management, LLC in Rensselaer, NY and has over 19 years of experience in the finance industry. Helen Carroll 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.
Liza Howley (CRD# 5418431) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rensselaer, NY and has over 16 years of experience in the finance industry.
Bonnie Kenna (CRD# 4915964) is an Investment Advisor Representative working at Lincoln Investment in Rensselaer, NY and has over 18 years of experience in the finance industry.
Ryan McWalter (CRD# 5392198) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 16 years of experience in the finance industry.