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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
Brooks Sherman (CRD# 5359331) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Barrington, MA and has over 12 years of experience in the finance industry.
Kyle Simmons (CRD# 5806825) 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.
Brian Slattery (CRD# 5773046) is an Investment Advisor Representative working at Private Advisor Group, LLC in Albany, NY and has over 12 years of experience in the finance industry. Brian Slattery 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 Slingerland (CRD# 1924692) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 35 years of experience in the finance industry. Todd Slingerland 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.
Brian Smith (CRD# 1938367) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 6 years of experience in the finance industry.
Colin Smith (CRD# 4976848) is an Investment Advisor Representative working at Mml Investors Services, LLC in Great Barrington, MA and has over 18 years of experience in the finance industry.
Daniel Smith (CRD# 1347756) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 26 years of experience in the finance industry.
Joel Sproul (CRD# 4078957) is an Investment Advisor Representative working at Kronos Wealth Management in Delmar, NY and has over 24 years of experience in the finance industry.
David St. Peter (CRD# 5145213) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 18 years of experience in the finance industry.
Justin Staie (CRD# 6374692) is an Investment Advisor Representative working at Lpl Financial LLC in Saugerties, NY and has over 9 years of experience in the finance industry.