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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
James Nelson (CRD# 1857914) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 35 years of experience in the finance industry.
Elizabeth Newman (CRD# 4845709) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 9 years of experience in the finance industry.
William Newman (CRD# 1044617) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 37 years of experience in the finance industry.
Peter Nikitaidis (CRD# 2754518) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 20 years of experience in the finance industry.
Derek Nolan (CRD# 2928596) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 24 years of experience in the finance industry.
Jennifer Nolan (CRD# 4744333) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 20 years of experience in the finance industry.
Steven Novotny (CRD# 4263690) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 23 years of experience in the finance industry. Steven Novotny 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.
James O'connor (CRD# 1249336) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 39 years of experience in the finance industry.
Kathleen O'donnell Luther (CRD# 5819495) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rensselaer, NY and has over 13 years of experience in the finance industry.
Daniel O'keefe (CRD# 5700300) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 13 years of experience in the finance industry. Daniel O'keefe 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.