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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 Lauber (CRD# 3027895) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Salem, NY and has over 10 years of experience in the finance industry. Rachel Lauber 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.
Jonathan Mandwelle (CRD# 2493454) is an Investment Advisor Representative working at J. Mandwelle Capital Management in Queensbury, NY and has over 29 years of experience in the finance industry.
Clinton McGowan (CRD# 2762124) is an Investment Advisor Representative working at Stonehaven Advisors, LLC in Porter Corners, NY and has over 27 years of experience in the finance industry.
Alfred Merchant (CRD# 2029339) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in South Glens Falls, NY and has over 34 years of experience in the finance industry.
Dale Mullin (CRD# 4551848) is an Investment Advisor Representative working at Esi Financial Advisors in Queensbury, NY and has over 21 years of experience in the finance industry.
Patrick Mylod (CRD# 7156930) is an Investment Advisor Representative working at Commonwealth Financial Network in Queensbury, NY and has over 4 years of experience in the finance industry.
Mark Ostrander (CRD# 7154791) is an Investment Advisor Representative working at Edward Jones in Glens Falls, NY and has over 4 years of experience in the finance industry.
Kenneth Parlin (CRD# 3081940) is an Investment Advisor Representative working at Parlin Advisors LLC in Hague, NY and has over 12 years of experience in the finance industry. Kenneth Parlin 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.
Michelle Peterson (CRD# 1561212) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hadley, NY and has over 29 years of experience in the finance industry. Michelle Peterson 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 Ricciardelli (CRD# 3243452) is an Investment Advisor Representative working at Esi Financial Advisors in Queensbury, NY and has over 24 years of experience in the finance industry.