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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
Christopher Bokmuller (CRD# 5582525) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 15 years of experience in the finance industry.
John Bopp (CRD# 2991821) is an Investment Advisor Representative working at Key Investment Services LLC in Copake, NY and has over 26 years of experience in the finance industry.
Cullen Breen (CRD# 5818590) is an Investment Advisor Representative working at Dutch Asset Corporation in Albany, NY and has over 7 years of experience in the finance industry.
William Bresett (CRD# 4484379) is an Investment Advisor Representative working at Financial Transparency in Pittsfield, MA and has over 22 years of experience in the finance industry.
Meredith Briggs (CRD# 4989511) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 18 years of experience in the finance industry. Meredith Briggs 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.
Roger Brinks (CRD# 6510186) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 8 years of experience in the finance industry.
Thomas Brockley (CRD# 1449622) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 38 years of experience in the finance industry.
Noah Buck (CRD# 7071368) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 6 years of experience in the finance industry.
John Buff (CRD# 4932562) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 18 years of experience in the finance industry.
Kimberly Bullis Rauh (CRD# 4202628) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 22 years of experience in the finance industry.