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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
Matthew Stephenson (CRD# 2003198) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clifton Park, NY and has over 33 years of experience in the finance industry.
Mary Stokes (CRD# 1162219) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clifton Park, NY and has over 39 years of experience in the finance industry.
Desmond Tavera (CRD# 7241222) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 3 years of experience in the finance industry.
Amy Taylor (CRD# 7420168) is an Investment Advisor Representative working at Optimus Wealth Management Group, Inc. in Clifton Park, NY and has over 2 years of experience in the finance industry.
Richard Tomisman (CRD# 6349670) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clifton Park, NY and has over 10 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 10 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 18 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.
Lawrence Agler (CRD# 1476297) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 38 years of experience in the finance industry.
Stacy Akaka (CRD# 6561717) is an Investment Advisor Representative working at Morgan Stanley in Saratoga Springs, NY and has over 8 years of experience in the finance industry.