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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
Nicole Gobel (CRD# 6173324) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has over 4 years of experience in the finance industry.
Pamm Kuhl (CRD# 1317266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Troy, NY and has over 20 years of experience in the finance industry.
John Loughlin (CRD# 2108772) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Troy, NY and has over 23 years of experience in the finance industry.
Kelly McGrath (CRD# 5506466) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Troy, NY and has over 14 years of experience in the finance industry.
John Millet (CRD# 7526846) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry.
Drew Prescott (CRD# 4986993) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Troy, NY and has over 10 years of experience in the finance industry.
Vincenzo Testa (CRD# 7665293) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry. Vincenzo Testa 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.
Matthew Udasin (CRD# 5829439) is an Investment Advisor Representative working at Citizens Securities, Inc. in Troy, NY and has over 12 years of experience in the finance industry.
Harmony Wagner (CRD# 7404910) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry. Harmony Wagner 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.