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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
Brandon Crist (CRD# 6731049) is an Investment Advisor Representative working at Equitable Advisors, LLC in Queensbury, NY and has over 7 years of experience in the finance industry.
David Feltz (CRD# 1233301) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 40 years of experience in the finance industry.
Robert Fjeld (CRD# 7272113) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 3 years of experience in the finance industry.
Cassandra Fyles (CRD# 6683931) is an Investment Advisor Representative working at Eagle Strategies LLC in Orwell, VT and has over 6 years of experience in the finance industry.
Brian Hosan (CRD# 7257735) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 3 years of experience in the finance industry.
Roman Jarosh (CRD# 841062) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Queensbury, NY and has over 22 years of experience in the finance industry.
Neil Lajeunesse (CRD# 1019071) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Queensbury, NY and has over 40 years of experience in the finance industry.
Megan Mandigo (CRD# 7586904) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry.
Jonathan Mandwelle (CRD# 2493454) is an Investment Advisor Representative working at J. Mandwelle Capital Management in Queensbury, NY and has over 29 years of experience in the finance industry.
Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry. Eileen McCaffrey 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.