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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
John Carroll (CRD# 1196969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
Laura Carroll (CRD# 5427993) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 15 years of experience in the finance industry.
Mac Casale (CRD# 5470559) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 15 years of experience in the finance industry. Mac Casale 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.
Valerie Cassick (CRD# 6447596) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 8 years of experience in the finance industry. Valerie Cassick 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.
Amanda Cedrone (CRD# 5724850) is an Investment Advisor Representative working at Edward Jones in Queensbury, NY and has over 8 years of experience in the finance industry.
Carlo Cedrone (CRD# 3053745) is an Investment Advisor Representative working at Edward Jones in Queensbury, NY and has over 25 years of experience in the finance industry.
Danielle Cefalu (CRD# 6023765) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Elizabeth Charron (CRD# 1096779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 26 years of experience in the finance industry.
Gilbert Chase (CRD# 2115491) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 31 years of experience in the finance industry.
Ryan Chenot (CRD# 5440223) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 16 years of experience in the finance industry.