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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
Amy Seagroatt (CRD# 2925982) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.
Jacqueline Sheffer (CRD# 4859528) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Elaine Sillery (CRD# 5817433) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
Christopher Skinner (CRD# 4636362) is an Investment Advisor Representative working at Citizens Securities, Inc. in Queensbury, NY and has over 8 years of experience in the finance industry.
Rachel Sloan (CRD# 2412421) is an Investment Advisor Representative working at Sloan Advisory Group, Inc. in Glens Falls, NY and has over 30 years of experience in the finance industry. Rachel Sloan 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.
Timothy Smith (CRD# 2412402) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.
Robert Snell (CRD# 711689) is an Investment Advisor Representative working at Edward Jones in Saratoga Springs, NY and has over 42 years of experience in the finance industry.
Neal Solomon (CRD# 1251922) is an Investment Advisor Representative working at Wealthpro, LLC in Wilton, NY and has over 40 years of experience in the finance industry. Neal Solomon 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.
Keelye St. John (CRD# 6432789) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
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.