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Distance Only Saratoga Springs, NY
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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
Jacqueline Sheffer (CRD# 4859528) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Elaine Sillery (CRD# 5817433) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
Timothy Smith (CRD# 2412402) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.
Robert Snell (CRD# 711689) is an Investment Advisor Representative working at Edward Jones in Saratoga Springs, NY and has over 42 years of experience in the finance industry.
Keelye St. John (CRD# 6432789) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Michael Steiner (CRD# 4922988) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Christopher Sutton (CRD# 6384759) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 6 years of experience in the finance industry.
Adam Swartz (CRD# 5225696) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 16 years of experience in the finance industry.
Michele Tellstone (CRD# 4296759) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 23 years of experience in the finance industry.
Kenneth Terpening (CRD# 5075351) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry. Kenneth Terpening 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.