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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
Steven Cox (CRD# 7817911) is an Investment Advisor Representative working at Edward Jones in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Brandon Crist (CRD# 6731049) is an Investment Advisor Representative working at Equitable Advisors, LLC in Queensbury, NY and has over 7 years of experience in the finance industry.
Regan Delancey (CRD# 7181508) is an Investment Advisor Representative working at Morgan Stanley in Saratoga Springs, NY and has over 4 years of experience in the finance industry.
Nicole Della Porta (CRD# 5183606) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saratoga Spgs, NY and has over 17 years of experience in the finance industry.
Michael Demarco (CRD# 7532865) is an Investment Advisor Representative working at Edward Jones in Ballston Spa, NY and has 1 year of experience in the finance industry.
Rebecca Ditata (CRD# 6769249) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 4 years of experience in the finance industry.
Adam Doig (CRD# 4872128) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Keven Donohue (CRD# 6222261) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Thomas Dubois (CRD# 7779658) is an Investment Advisor Representative working at Dubois Capital Management LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Nicolas Dumas (CRD# 6804595) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 5 years of experience in the finance industry. Nicolas Dumas 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.