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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
Rachel Arata (CRD# 6936317) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 5 years of experience in the finance industry.
James Armstrong (CRD# 3149349) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 25 years of experience in the finance industry.
Gregory Baldwin (CRD# 1476397) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 38 years of experience in the finance industry.
Ginger Barber (CRD# 6222018) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 7 years of experience in the finance industry.
Gary Barkman (CRD# 1320077) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Albany, NY and has over 39 years of experience in the finance industry. Gary Barkman 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 Barnes (CRD# 4572375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 21 years of experience in the finance industry.
John Barry (CRD# 2576952) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 29 years of experience in the finance industry.
Daniel Bauer (CRD# 4430682) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 22 years of experience in the finance industry. Daniel Bauer 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.
Elizabeth Bauer (CRD# 5766264) is an Investment Advisor Representative working at Eagle Strategies LLC in Albany, NY and has over 11 years of experience in the finance industry.
Steven Bauer (CRD# 6101123) is an Investment Advisor Representative working at Edward Jones in Albany, NY and has over 11 years of experience in the finance industry.