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Advisors near 12095

Out of 400,000+ nationwide

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Peter P

Series 65

Gloversville, NY

Conservative Equity Investment Advisors

Active portfolio management Concentrated stock management
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Allan M

CFP®, Series 63, Series 65

Johnstown, NY

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Noah K

CFP®, Series 66

Amsterdam, NY

Mariner

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Katelyn S

Series 66

Gloversville, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Wayne C

Series 63, Series 65

Amsterdam, NY

GWN Securities Inc.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
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Daniel S

Series 63, Series 65

Johnstown, NY

GWN Securities Inc.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
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Charles R

CFP®, Series 66

Caroga Lake, NY

Schwab Wealth Advisory

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retired Founder/Business Owner Executive Self-Employed
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Joseph S

Series 63, Series 66

Amsterdam, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Nerissa H

Series 63, Series 65

Fort Plain, NY

Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brett M

Series 63, Series 66

Gloversville, NY

Wells Fargo Clearing

Retired Founder/Business Owner
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