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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
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 18 years of experience in the finance industry. Edward Lane 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.
Robert Lane (CRD# 1500710) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 38 years of experience in the finance industry.
Crystal Langdon (CRD# 3113209) is an Investment Advisor Representative working at Alphastar Capital Management in Latham, NY and has over 25 years of experience in the finance industry. Crystal Langdon 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.
Michael Lanides (CRD# 2970718) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 26 years of experience in the finance industry.
Christopher Laporta (CRD# 3128292) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 25 years of experience in the finance industry. Christopher Laporta 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.
Peter Laurenzo (CRD# 1299590) is an Investment Advisor Representative working at Gwn Securities Inc. in Albany, NY and has over 39 years of experience in the finance industry. Peter Laurenzo 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.
Keith Leece (CRD# 2235469) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 30 years of experience in the finance industry.
Erin Leonard (CRD# 4967824) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 19 years of experience in the finance industry. Erin Leonard 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.
Nicole Leonard (CRD# 3003367) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY and has over 26 years of experience in the finance industry.
Athanasios Liapis (CRD# 4197034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 23 years of experience in the finance industry.