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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
Dale Mullin (CRD# 4551848) is an Investment Advisor Representative working at Esi Financial Advisors in Queensbury, NY and has over 21 years of experience in the finance industry.
Thomas Murphy (CRD# 4786359) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 19 years of experience in the finance industry. Thomas Murphy 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.
Patrick Mylod (CRD# 7156930) is an Investment Advisor Representative working at Commonwealth Financial Network in Queensbury, NY and has over 4 years of experience in the finance industry.
Kiere Neulander (CRD# 5674184) is an Investment Advisor Representative working at Lpl Financial LLC in Malta, NY and has over 14 years of experience in the finance industry. Kiere Neulander 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.
Augustine Okoye (CRD# 7272217) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has 1 year of experience in the finance industry.
John Papielion (CRD# 7554435) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Daniel Pearsall (CRD# 5557588) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
David Penzer (CRD# 4520344) is an Investment Advisor Representative working at Lpl Financial LLC in Schuylerville, NY and has over 21 years of experience in the finance industry.
Michelle Peterson (CRD# 1561212) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hadley, NY and has over 29 years of experience in the finance industry. Michelle Peterson 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.
Christopher Polsinelli (CRD# 5724415) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ballston Spa, NY and has over 2 years of experience in the finance industry.