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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
Jason Blair (CRD# 4817880) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ballston Lake, NY and has over 14 years of experience in the finance industry.
Malcolm Eustis (CRD# 6607008) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ballston Lake, NY and has over 7 years of experience in the finance industry.
Steven Tennant (CRD# 2804023) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ballston Lake, NY and has over 27 years of experience in the finance industry. Steven Tennant 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.
Austin Deskewicz (CRD# 7555663) is an Investment Advisor Representative working at Lpl Financial LLC in Ballston Lake, NY and has 1 year of experience in the finance industry.
John Lofrumento (CRD# 5022240) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Ballston Lake, NY and has over 18 years of experience in the finance industry. John Lofrumento 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.
Leo Nicotera (CRD# 2238859) is an Investment Advisor Representative working at Lpl Financial LLC in Ballston Lake, NY and has over 31 years of experience in the finance industry.
Joseph Abed El Latif (CRD# 6091481) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 9 years of experience in the finance industry.
Anthony Accetta (CRD# 5123632) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 17 years of experience in the finance industry.
Marc Agel (CRD# 2853423) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 25 years of experience in the finance industry. Marc Agel 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.