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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
William Barry (CRD# 7038939) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 5 years of experience in the finance industry.
Stephen Basile (CRD# 6697788) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Khooshbu Bassi (CRD# 6952641) is an Investment Advisor Representative working at Edward Jones in Clifton Park, NY and has over 5 years of experience in the finance industry.
Daniel Bauer (CRD# 4430682) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 22 years of experience in the finance industry. Daniel Bauer 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.
Elizabeth Bauer (CRD# 5766264) is an Investment Advisor Representative working at Eagle Strategies LLC in Albany, NY and has over 11 years of experience in the finance industry.
Steven Bauer (CRD# 6101123) is an Investment Advisor Representative working at Edward Jones in Albany, NY and has over 11 years of experience in the finance industry.
Jason Bays (CRD# 5388062) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Slingerlands, NY and has over 16 years of experience in the finance industry. Jason Bays 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.
Trent Beckwith (CRD# 2929129) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 21 years of experience in the finance industry.
Derek Bell (CRD# 2882039) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Albany, NY and has over 23 years of experience in the finance industry.
Ronald Bender (CRD# 1932663) is an Investment Advisor Representative working at Lpl Financial LLC in Slingerlands, NY and has over 35 years of experience in the finance industry.