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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
Chloe Duanshi (CRD# 5940465) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 11 years of experience in the finance industry.
Matthew Easterly (CRD# 5395945) is an Investment Advisor Representative working at Lpl Financial LLC in S. Glens Falls, NY and has over 16 years of experience in the finance industry.
Thomas Enders (CRD# 1078342) is an Investment Advisor Representative working at Equitable Advisors, LLC in Argyle, NY and has over 35 years of experience in the finance industry.
Paul Fernandes (CRD# 6432856) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
James Flanagan (CRD# 5019556) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
John Flavin (CRD# 5889756) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
Timothy Forman (CRD# 2120678) is an Investment Advisor Representative working at Lpl Financial LLC in North Creek, NY and has over 32 years of experience in the finance industry.
Heather Fox (CRD# 5731494) is an Investment Advisor Representative working at Nye Street Partners LLC in Saratoga Springs, NY and has over 14 years of experience in the finance industry. Heather Fox 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.
Albert Fredette (CRD# 2552522) is an Investment Advisor Representative working at Equitable Advisors, LLC in Glens Falls, NY and has over 29 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.