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Distance Only Albany, NY
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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
Andrew Bullock (CRD# 3104436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 25 years of experience in the finance industry.
Scott Cahill (CRD# 4753094) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 19 years of experience in the finance industry.
Lisa Cardone-O'connor (CRD# 1179387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 35 years of experience in the finance industry.
John Carl (CRD# 2905059) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 26 years of experience in the finance industry.
Mac Casale (CRD# 5470559) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 16 years of experience in the finance industry. Mac Casale 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.
Valerie Cassick (CRD# 6447596) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 9 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.
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.
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.
Matthew Clement (CRD# 6375557) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 9 years of experience in the finance industry.