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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
Kevin Smith (CRD# 5203521) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 17 years of experience in the finance industry. Kevin Smith 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.
Meredith Webber (CRD# 2435263) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cobleskill, NY and has over 26 years of experience in the finance industry.
Barbara Becker (CRD# 4885030) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 19 years of experience in the finance industry.
James Boyce (CRD# 2233644) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 31 years of experience in the finance industry.
Scott Curtis (CRD# 5293335) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Cooperstown, NY and has over 16 years of experience in the finance industry.
Shaun Fagant (CRD# 5777468) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 13 years of experience in the finance industry.
Elliott Friedman (CRD# 714411) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has 1 year of experience in the finance industry.
Paul Gemmiti (CRD# 1963871) is an Investment Advisor Representative working at Portfolio Allocators LLC in Delanson, NY and has over 34 years of experience in the finance industry. Paul Gemmiti 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.
Ronald Labella (CRD# 2540357) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 29 years of experience in the finance industry.
Matthew Laverty (CRD# 6930492) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 5 years of experience in the finance industry.