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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
Noah Buck (CRD# 7071368) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 6 years of experience in the finance industry.
John Buff (CRD# 4932562) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 18 years of experience in the finance industry.
Kimberly Bullis Rauh (CRD# 4202628) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 23 years of experience in the finance industry.
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 Bullock (CRD# 4277772) 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.
Thomas Burdick (CRD# 1765677) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 36 years of experience in the finance industry. Thomas Burdick 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.
John Burke (CRD# 5956412) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 12 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.
Jeffrey Campito (CRD# 5739812) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 14 years of experience in the finance industry. Jeffrey Campito 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.
William Canale (CRD# 1420779) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 37 years of experience in the finance industry. William Canale 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.