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Distance Only Clifton Park, 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
Walter McNall (CRD# 6261519) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 10 years of experience in the finance industry.
Peter McTygue (CRD# 5776168) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 14 years of experience in the finance industry.
Anthony Medici (CRD# 5748043) is an Investment Advisor Representative working at Edward Jones in Clifton Park, NY and has over 13 years of experience in the finance industry.
Jonathan Mulligan (CRD# 7309651) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clifton Park, NY and has 1 year of experience in the finance industry.
Andrew Murphy (CRD# 7528111) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 2 years of experience in the finance industry.
Kevin Newman (CRD# 4458984) 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. Kevin Newman 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 Obst (CRD# 5506085) is an Investment Advisor Representative working at Lpl Financial LLC in Clifton Park, NY and has over 16 years of experience in the finance industry.
Richard Pauli (CRD# 1364164) is an Investment Advisor Representative working at Mml Investors Services, LLC in Clifton Park, NY and has over 39 years of experience in the finance industry.
Michael Pelella (CRD# 5552436) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 15 years of experience in the finance industry.
Marcel Pennartz (CRD# 7503081) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 2 years of experience in the finance industry.