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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
Hermes Del-Sette, Iii (CRD# 3098267) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 25 years of experience in the finance industry. Hermes Del-Sette, Iii 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.
Malcolm Eustis (CRD# 6607008) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ballston Lake, NY and has over 7 years of experience in the finance industry.
Michael Frontera (CRD# 4722536) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Malta, NY and has over 20 years of experience in the finance industry. Michael Frontera 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.
Nerissa Hanley (CRD# 2828951) is an Investment Advisor Representative working at Primerica Advisors in Fort Plain, NY and has over 27 years of experience in the finance industry.
Steven Herweyer (CRD# 5207071) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 17 years of experience in the finance industry.
Robert Holbrook (CRD# 4549541) is an Investment Advisor Representative working at Bob Holbrook Holdings LLC in Malta, NY and has over 21 years of experience in the finance industry.
Travis Kellman (CRD# 5089864) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 18 years of experience in the finance industry. Travis Kellman 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 Kopyc (CRD# 1065369) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 39 years of experience in the finance industry.
Jonathan Laparl (CRD# 5324418) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Malta, NY and has over 16 years of experience in the finance industry. Jonathan Laparl 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.
Joseph Lindner (CRD# 4646657) is an Investment Advisor Representative working at Lpl Financial LLC in Malta, NY and has over 20 years of experience in the finance industry. Joseph Lindner 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.