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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
Paige Dustin (CRD# 7432438) is an Investment Advisor Representative working at Morgan Stanley in Potsdam, NY and has 1 year of experience in the finance industry.
Nicholas Eells (CRD# 6134859) is an Investment Advisor Representative working at Avantax Advisory Services in Malone, NY and has over 10 years of experience in the finance industry.
Kaytlin Gochenaur (CRD# 7304375) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saranac Lake, NY and has 1 year of experience in the finance industry.
Jared Hollander (CRD# 7094514) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Massena, NY and has over 3 years of experience in the finance industry. Jared Hollander 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.
Christopher Miller (CRD# 2954747) is an Investment Advisor Representative working at Edward Jones in Lake Placid, NY and has over 5 years of experience in the finance industry.
Stuart Nichols (CRD# 1237501) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tupper Lake, NY and has over 40 years of experience in the finance industry.
Katrina Russell (CRD# 7371778) is an Investment Advisor Representative working at Morgan Stanley in Potsdam, NY and has 1 year of experience in the finance industry.
Joel St Hilaire (CRD# 5026447) is an Investment Advisor Representative working at Mml Investors Services, LLC in Massena, NY and has over 18 years of experience in the finance industry.
Brian Suraf (CRD# 5696729) is an Investment Advisor Representative working at Avantax Advisory Services in Malone, NY and has over 12 years of experience in the finance industry.
Erin Sweeney (CRD# 7793587) is an Investment Advisor Representative working at Morgan Stanley in Potsdam, NY and has 1 year of experience in the finance industry.