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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
Alissa Quinn (CRD# 1638702) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 37 years of experience in the finance industry.
Jennifer Reed (CRD# 5760569) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 11 years of experience in the finance industry. Jennifer Reed 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.
Susan Reese (CRD# 5092840) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 18 years of experience in the finance industry.
Ryan Regan (CRD# 6134361) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 10 years of experience in the finance industry.
Scott Reid (CRD# 4183235) 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.
David Reo (CRD# 2113425) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Rensselaer, NY and has over 33 years of experience in the finance industry.
Stephanie Roberts (CRD# 4261589) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Albany, NY and has over 5 years of experience in the finance industry. Stephanie Roberts 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.
Todd Robertson (CRD# 5448876) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altamont, NY and has over 16 years of experience in the finance industry.
David Rogers (CRD# 1133693) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 40 years of experience in the finance industry.
John Rooney (CRD# 1196713) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 40 years of experience in the finance industry.