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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
Michael Steiner (CRD# 4922988) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Christopher Sutton (CRD# 6384759) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 6 years of experience in the finance industry.
Adam Swartz (CRD# 5225696) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 16 years of experience in the finance industry.
Michele Tellstone (CRD# 4296759) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 23 years of experience in the finance industry.
Kenneth Terpening (CRD# 5075351) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry. Kenneth Terpening 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.
Michael Testa (CRD# 4837398) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Christopher Therrien (CRD# 6597247) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Samantha Thomas (CRD# 6171923) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Jeffrey Vahanian (CRD# 1777656) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 36 years of experience in the finance industry. Jeffrey Vahanian 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.
Brad Wagner (CRD# 2725806) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 27 years of experience in the finance industry.