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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
Mac Casale (CRD# 5470559) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 16 years of experience in the finance industry. Mac Casale 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.
Valerie Cassick (CRD# 6447596) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 9 years of experience in the finance industry. Valerie Cassick 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.
Danielle Cefalu (CRD# 6023765) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Robert Chapman (CRD# 6274864) is an Investment Advisor Representative working at Edward Jones in Pittsfield, MA and has over 10 years of experience in the finance industry.
Elizabeth Charron (CRD# 1096779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 26 years of experience in the finance industry.
Gilbert Chase (CRD# 2115491) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 32 years of experience in the finance industry.
Ryan Chenot (CRD# 5440223) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 16 years of experience in the finance industry.
Frank Chiappone (CRD# 728092) is an Investment Advisor Representative working at Rmr Wealth Management in Clifton Park, NY and has over 42 years of experience in the finance industry.
Steven Chick (CRD# 2034932) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamstown, MA and has over 34 years of experience in the finance industry.
Philip Chieco (CRD# 6737457) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 7 years of experience in the finance industry.