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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
Richard Fanch (CRD# 2674506) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clifton Park, NY and has over 28 years of experience in the finance industry. Richard Fanch 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.
Mitchell Fanning (CRD# 7322511) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Brian Ferraro (CRD# 7373558) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 2 years of experience in the finance industry. Brian Ferraro 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.
David Fragomeni (CRD# 4259633) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saratoga Springs, NY and has over 23 years of experience in the finance industry. David Fragomeni 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.
Amanda Friedman (CRD# 5984255) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Matthew Gallup (CRD# 7066492) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 5 years of experience in the finance industry.
George Ghobriel (CRD# 7118235) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 2 years of experience in the finance industry.
Michael Giacco (CRD# 5352956) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Ryan Gronostaj (CRD# 6673698) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 6 years of experience in the finance industry.
Colleen Hamel (CRD# 4543084) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 22 years of experience in the finance industry.