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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
Valerie Cassick (CRD# 6447596) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 8 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.
Robert Chapman (CRD# 6274864) is an Investment Advisor Representative working at Edward Jones in Pittsfield, MA and has over 9 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 31 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.
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.
David Chin (CRD# 1475752) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in East Greenbush, NY and has over 37 years of experience in the finance industry. David Chin 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.
Barbara Chizniak (CRD# 4654798) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 20 years of experience in the finance industry.
Deborah Christopher (CRD# 2505349) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Albany, NY and has over 29 years of experience in the finance industry.
Jeffrey Church (CRD# 5367711) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 16 years of experience in the finance industry. Jeffrey Church 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.