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Distance Only Slingerlands, NY
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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
Jason Bays (CRD# 5388062) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Slingerlands, NY and has over 16 years of experience in the finance industry. Jason Bays 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.
Ronald Bender (CRD# 1932663) is an Investment Advisor Representative working at Lpl Financial LLC in Slingerlands, NY and has over 34 years of experience in the finance industry.
Conor Bryant (CRD# 5086002) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 14 years of experience in the finance industry. Conor Bryant 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.
Mark Bryant (CRD# 727249) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 41 years of experience in the finance industry. Mark Bryant 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.
Shawn Maloney (CRD# 6148072) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 2 years of experience in the finance industry.
Reid Prinzo (CRD# 5524806) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 15 years of experience in the finance industry.
Pranav Rao (CRD# 7415537) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Slingerlands, NY and has 1 year of experience in the finance industry.
James Schwartz (CRD# 5613962) is an Investment Advisor Representative working at Esi Financial Advisors in Slingerlands, NY and has over 15 years of experience in the finance industry. James Schwartz 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.
Kenneth Wehner (CRD# 2473776) is an Investment Advisor Representative working at Lpl Financial LLC in Slingerlands, NY and has over 29 years of experience in the finance industry.