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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
Anna Millea (CRD# 5896979) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 12 years of experience in the finance industry. Anna Millea 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.
Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.
Sean Berger (CRD# 1754719) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Queensbury, NY and has over 36 years of experience in the finance industry. Sean Berger 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.
Megan Bishop (CRD# 6110369) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 4 years of experience in the finance industry.
Barbara Bouchey (CRD# 1363628) is an Investment Advisor Representative working at Barbara J. Bouchey Asset Management, Inc. in Saratoga Springs, NY and has over 39 years of experience in the finance industry. Barbara Bouchey 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.
Haley Brehm (CRD# 7212751) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has 1 year of experience in the finance industry.
David Brown (CRD# 2469057) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Queensbury, NY and has over 30 years of experience in the finance industry.
Daniel Buff (CRD# 7171314) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 4 years of experience in the finance industry.
Thomas Burke (CRD# 2973390) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.