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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
Jonathan Laparl (CRD# 5324418) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Malta, NY and has over 16 years of experience in the finance industry. Jonathan Laparl 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 Laporta (CRD# 3128292) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 25 years of experience in the finance industry. Christopher Laporta 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 Laurenzo (CRD# 1299590) is an Investment Advisor Representative working at Gwn Securities Inc. in Albany, NY and has over 39 years of experience in the finance industry. Peter Laurenzo 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.
Johnny Lavigne (CRD# 2765561) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clifton Park, NY and has over 26 years of experience in the finance industry.
Erin Leonard (CRD# 4967824) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 19 years of experience in the finance industry. Erin Leonard 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.
Joseph Lindner (CRD# 4646657) is an Investment Advisor Representative working at Lpl Financial LLC in Malta, NY and has over 20 years of experience in the finance industry. Joseph Lindner 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.
William Mack (CRD# 1327268) is an Investment Advisor Representative working at Planmember Securities Corporation in Schenectady, NY and has over 39 years of experience in the finance industry.
Allan Macvean (CRD# 2070157) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Johnstown, NY and has over 33 years of experience in the finance industry. Allan Macvean 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.
Christine Malmborg (CRD# 5708309) is an Investment Advisor Representative working at Tsa Management Inc. in Clifton Park, NY and has over 14 years of experience in the finance industry.
Robert Mangold (CRD# 6433035) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 9 years of experience in the finance industry. Robert Mangold 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.