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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
Dominick Panetta (CRD# 1722512) is an Investment Advisor Representative working at Independent Financial Partners in Albany, NY and has over 36 years of experience in the finance industry. Dominick Panetta 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 Pochily (CRD# 6152309) is an Investment Advisor Representative working at Lpl Financial LLC in Hobart, NY and has over 11 years of experience in the finance industry.
Joseph Polsinelli (CRD# 2098985) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Niskayuna, NY and has over 31 years of experience in the finance industry.
Michael Powers (CRD# 2401280) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 29 years of experience in the finance industry. Michael Powers 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.
Susan Reese (CRD# 5092840) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 17 years of experience in the finance industry.
Todd Robertson (CRD# 5448876) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altamont, NY and has over 16 years of experience in the finance industry.
Gary Sancilio (CRD# 1585241) is an Investment Advisor Representative working at The Affinity Group, LLC in Albany, NY and has over 24 years of experience in the finance industry.
Susan Schell (CRD# 2956669) is an Investment Advisor Representative working at Independent Financial Partners in Albany, NY and has over 26 years of experience in the finance industry.
Brian Slattery (CRD# 5773046) is an Investment Advisor Representative working at Private Advisor Group, LLC in Albany, NY and has over 11 years of experience in the finance industry. Brian Slattery 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.
Todd Slingerland (CRD# 1924692) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 34 years of experience in the finance industry. Todd Slingerland 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.