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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
Guillermo Trujillo (CRD# 6400053) is an Investment Advisor Representative working at Edward Jones in Glenville, NY and has over 9 years of experience in the finance industry.
Amy Aldrich (CRD# 1691251) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glenville, NY and has over 16 years of experience in the finance industry.
Robert Colley (CRD# 710427) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Glenville, NY and has over 37 years of experience in the finance industry. Robert Colley 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.
Lanny Rosenbaum (CRD# 5352329) is an Investment Advisor Representative working at Sip Financial Services in Glenville, NY and has over 16 years of experience in the finance industry.
Joseph Abed El Latif (CRD# 6091481) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 9 years of experience in the finance industry.
Anthony Accetta (CRD# 5123632) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 17 years of experience in the finance industry.
Marc Agel (CRD# 2853423) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 25 years of experience in the finance industry. Marc Agel 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.
Lawrence Agler (CRD# 1476297) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 38 years of experience in the finance industry.
James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Burnt Hills, NY and has over 27 years of experience in the finance industry.