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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
Michael Levy (CRD# 2660268) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Red Hook, NY and has over 28 years of experience in the finance industry.
Shawn Maloney (CRD# 6148072) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 2 years of experience in the finance industry.
Keith Mason (CRD# 2823128) is an Investment Advisor Representative working at Primerica Advisors in Delmar, NY and has over 27 years of experience in the finance industry.
James McDonald (CRD# 2701145) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Delmar, NY and has over 26 years of experience in the finance industry.
Joseph Murphy (CRD# 6209911) is an Investment Advisor Representative working at Key Investment Services LLC in Delmar, NY and has over 10 years of experience in the finance industry.
Brian Parr (CRD# 7045011) is an Investment Advisor Representative working at Aquila Ventures LLC in Delmar, NY and has over 5 years of experience in the finance industry.
James Plummer (CRD# 1313044) is an Investment Advisor Representative working at Avantax Advisory Services in Delmar, NY and has over 22 years of experience in the finance industry. James Plummer 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.
Reid Prinzo (CRD# 5524806) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 15 years of experience in the finance industry.
Pranav Rao (CRD# 7415537) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Slingerlands, NY and has 1 year of experience in the finance industry.
Ronald Reale (CRD# 2305671) is an Investment Advisor Representative working at Avantax Advisory Services in Gilboa, NY and has over 25 years of experience in the finance industry.