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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
Marisa Rothstein (CRD# 6422888) is an Investment Advisor Representative working at Advisory Services Network in Kinderhook, NY and has 1 year of experience in the finance industry. Marisa Rothstein 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.
Terance Ruso (CRD# 2966987) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Rensselaer, NY and has over 26 years of experience in the finance industry.
Gary Sancilio (CRD# 1585241) is an Investment Advisor Representative working at The Affinity Group, LLC in Albany, NY and has over 24 years of experience in the finance industry.
Cristina Scheid (CRD# 2553500) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 29 years of experience in the finance industry.
Susan Schell (CRD# 2956669) is an Investment Advisor Representative working at Independent Financial Partners in Albany, NY and has over 26 years of experience in the finance industry.
Joseph Schlater (CRD# 1756470) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Red Hook, NY and has over 36 years of experience in the finance industry.
Frederick Schmalkuche (CRD# 4430633) is an Investment Advisor Representative working at Latitude Advisors, LLC in West Coxsackie, NY and has over 22 years of experience in the finance industry. Frederick Schmalkuche 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.
Theresa Schuerlein (CRD# 6935410) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 5 years of experience in the finance industry.
Jonathan Sefcik (CRD# 5045128) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 17 years of experience in the finance industry.
Christopher Shea (CRD# 4696255) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Loudonville, NY and has over 4 years of experience in the finance industry.