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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
Matthew Greenwood (CRD# 2630609) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 28 years of experience in the finance industry.
Heather Gregg (CRD# 5472365) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 14 years of experience in the finance industry.
Thomas Gregg (CRD# 6736810) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 7 years of experience in the finance industry.
Peter Gregory (CRD# 5435061) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 16 years of experience in the finance industry.
Brandon Haase (CRD# 4887204) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Albany, NY and has over 19 years of experience in the finance industry. Brandon Haase 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.
Zachary Haggas (CRD# 5064967) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 18 years of experience in the finance industry.
William Haggett (CRD# 6764029) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 6 years of experience in the finance industry.
Danielle Hamer (CRD# 6301663) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 10 years of experience in the finance industry.
Jamie Hanlon (CRD# 6243140) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 10 years of experience in the finance industry.
Brett Harris (CRD# 5478362) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 16 years of experience in the finance industry.