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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
Amy Aldrich (CRD# 1691251) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glenville, NY and has over 16 years of experience in the finance industry.
Hal Allen (CRD# 2431708) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Albany, NY and has over 30 years of experience in the finance industry.
Andrew Altieri (CRD# 6217664) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has over 8 years of experience in the finance industry.
Julie Applegate (CRD# 6738919) is an Investment Advisor Representative working at Primerica Advisors in Delmar, NY and has over 7 years of experience in the finance industry.
Thomas Appleton (CRD# 1062982) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clifton Park, NY and has over 41 years of experience in the finance industry.
Angela Aruanna (CRD# 7783846) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has 1 year of experience in the finance industry.
Jake Austro (CRD# 7715700) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has 1 year of experience in the finance industry.
Kevin Babcock (CRD# 1691222) is an Investment Advisor Representative working at Lpl Financial LLC in Clifton Park, NY and has over 35 years of experience in the finance industry. Kevin Babcock 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.
Gabriel Basalla (CRD# 7838255) is an Investment Advisor Representative working at Edward Jones in Niskayuna, NY and has 1 year of experience in the finance industry.
Preetinder Bassi (CRD# 7432305) is an Investment Advisor Representative working at Edward Jones in Clifton Park, NY and has over 2 years of experience in the finance industry.