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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
Marc Agel (CRD# 2853423) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 25 years of experience in the finance industry. Marc Agel 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.
James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Triad Hybrid Solutions in Burnt Hills, NY and has over 27 years of experience in the finance industry.
Kollin Allard (CRD# 6468527) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 2 years of experience in the finance industry.
Glen Allen (CRD# 4293316) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 8 years of experience in the finance industry. Glen Allen 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.
Cory Alverson (CRD# 6488573) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 8 years of experience in the finance industry.
Alfred Amato (CRD# 4335456) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 23 years of experience in the finance industry. Alfred Amato 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.
George Amedore (CRD# 6089411) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Albany, NY and has over 8 years of experience in the finance industry. George Amedore 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.
Kelly Anderson (CRD# 2400367) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clifton Park, NY and has over 30 years of experience in the finance industry.
Leah Anderson (CRD# 6391632) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 9 years of experience in the finance industry.
Mary Anthony (CRD# 1360089) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 38 years of experience in the finance industry.