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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
Belinda Kucharski (CRD# 2905177) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clifton Park, NY and has over 26 years of experience in the finance industry.
Thomas Leece (CRD# 5521960) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 15 years of experience in the finance industry.
David Lewicki (CRD# 7364098) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 2 years of experience in the finance industry.
Tanya Lipinski (CRD# 6498892) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 8 years of experience in the finance industry.
Patrick Madison (CRD# 2049438) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clifton Park, NY and has over 30 years of experience in the finance industry.
Christopher Marino (CRD# 6631136) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 7 years of experience in the finance industry.
Kerry Mayo (CRD# 4991436) is an Investment Advisor Representative working at Capital Financial Advisors Of New York, LLC in Clifton Park, NY and has 1 year of experience in the finance industry. Kerry Mayo 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.
George McAvoy (CRD# 4541908) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clifton Park, NY and has over 22 years of experience in the finance industry.
Rachel McDermott (CRD# 6896624) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 3 years of experience in the finance industry.
Daniel McDonnell (CRD# 7552450) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has 1 year of experience in the finance industry.