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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
Brett Harris (CRD# 5478362) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 16 years of experience in the finance industry.
Catherine Harris (CRD# 2838199) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry. Catherine Harris 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.
Jeffrey Harris (CRD# 5421120) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 16 years of experience in the finance industry.
James Hart (CRD# 1449332) 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.
Susan Hart (CRD# 4210326) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 23 years of experience in the finance industry. Susan Hart 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.
Brian Harwood (CRD# 6265062) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 10 years of experience in the finance industry.
Joseph Hasenkopf (CRD# 6182139) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 10 years of experience in the finance industry.
Nikki Haskins (CRD# 4155381) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 23 years of experience in the finance industry.
Brooks Hastings (CRD# 2872055) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 27 years of experience in the finance industry.
Michael Hastings (CRD# 5376897) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 12 years of experience in the finance industry.