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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
Marissa Vollmer (CRD# 6364638) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 9 years of experience in the finance industry. Marissa Vollmer 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.
John Walsh (CRD# 1042029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 39 years of experience in the finance industry.
Thomas Wayne (CRD# 729964) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Albany, NY and has over 35 years of experience in the finance industry. Thomas Wayne 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.
Meredith Webber (CRD# 2435263) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cobleskill, NY and has over 26 years of experience in the finance industry.
Gary Weinlein (CRD# 4942684) is an Investment Advisor Representative working at Avantax Advisory Services in Schenectady, NY and has over 19 years of experience in the finance industry.
Lee Wilson (CRD# 4024420) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 13 years of experience in the finance industry.
Lauren Woodcock (CRD# 5386159) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 10 years of experience in the finance industry.
Robert Woodcock (CRD# 1575147) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 37 years of experience in the finance industry. Robert Woodcock 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.
Francis Zovistoski (CRD# 4278079) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Albany, NY and has over 23 years of experience in the finance industry. Francis Zovistoski 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.
Stefanie Adams (CRD# 6789847) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 6 years of experience in the finance industry.