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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
David Feltz (CRD# 1233301) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 40 years of experience in the finance industry.
Brian Hosan (CRD# 7257735) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 3 years of experience in the finance industry.
Alfonso Cioffi (CRD# 1165133) is an Investment Advisor Representative working at Lpl Financial LLC in Warrensburg, NY and has over 30 years of experience in the finance industry.
Collin Fingon (CRD# 4832770) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fair Haven, VT and has over 19 years of experience in the finance industry.
Timothy Forman (CRD# 2120678) is an Investment Advisor Representative working at Lpl Financial LLC in North Creek, NY and has over 32 years of experience in the finance industry.
John Gable (CRD# 6895381) is an Investment Advisor Representative working at Edward Jones in Warrensburg, NY and has over 6 years of experience in the finance industry.
Shawn Hadwen (CRD# 4003027) is an Investment Advisor Representative working at Edward Jones in Fair Haven, VT and has over 24 years of experience in the finance industry.
Andrew Parlin (CRD# 4369566) is an Investment Advisor Representative working at Washington Peak Investment Advisors LLC in Silver Bay, NY and has over 7 years of experience in the finance industry.
Cassandra Fyles (CRD# 6683931) is an Investment Advisor Representative working at Eagle Strategies LLC in Orwell, VT and has over 6 years of experience in the finance industry.
Kenneth Parlin (CRD# 3081940) is an Investment Advisor Representative working at Parlin Advisors LLC in Hague, NY and has over 12 years of experience in the finance industry. Kenneth Parlin 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.