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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
Athanasios Liapis (CRD# 4197034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 23 years of experience in the finance industry.
Jason Licata (CRD# 5344407) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 16 years of experience in the finance industry.
Dion Lika (CRD# 6623888) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 7 years of experience in the finance industry.
Robert Lilley (CRD# 2712243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 28 years of experience in the finance industry.
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.
Jonathan Loeck (CRD# 4962432) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
Michael Los (CRD# 6458985) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Jennifer Ludwig (CRD# 2699635) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 24 years of experience in the finance industry.
Breanna Lundy (CRD# 5842892) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 13 years of experience in the finance industry.
Jason Lurie (CRD# 5453402) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 16 years of experience in the finance industry.