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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
Daniel Gale (CRD# 4138857) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.
Mary Gavin (CRD# 3091568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 25 years of experience in the finance industry.
Jesse George (CRD# 5407852) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 16 years of experience in the finance industry.
Paul Gugino (CRD# 6956083) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 5 years of experience in the finance industry.
Catherine Harris (CRD# 2838199) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saratoga Springs, NY and has over 25 years of experience in the finance industry. Catherine Harris 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.
Kurt Heiss (CRD# 6369684) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 9 years of experience in the finance industry.
Jennifer Henry (CRD# 2899719) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.
Kerri Herlick (CRD# 4823865) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Gregory Hollander (CRD# 6015372) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Bridget Horan (CRD# 5610505) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 15 years of experience in the finance industry.