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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
Eric Katzman (CRD# 2300355) is an Investment Advisor Representative working at Rockingstone Advisors in Great Barrington, MA and has over 22 years of experience in the finance industry.
Georgia Kelly (CRD# 1543234) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 36 years of experience in the finance industry.
John Kelly (CRD# 5217352) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 14 years of experience in the finance industry. John Kelly 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.
Kevin Kelly (CRD# 1292543) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 39 years of experience in the finance industry.
Carl Kipper (CRD# 4298886) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 23 years of experience in the finance industry.
Amanda Kowalski (CRD# 4530413) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 22 years of experience in the finance industry.
Leroy Kunkel (CRD# 1236089) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 40 years of experience in the finance industry.
Frank Kunker (CRD# 854757) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 41 years of experience in the finance industry.
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 18 years of experience in the finance industry. Edward Lane 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.
Robert Lane (CRD# 1500710) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 38 years of experience in the finance industry.