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Distance Only Endwell, NY
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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
William Scanlon (CRD# 2961582) is an Investment Advisor Representative working at Latitude Advisors, LLC in Endwell, NY and has over 26 years of experience in the finance industry.
Robert Kline (CRD# 2530586) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Endwell, NY and has over 29 years of experience in the finance industry. Robert Kline 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.
Lisa Charles (CRD# 5911610) is an Investment Advisor Representative working at Prudential Financial Planning Services in Endwell, NY and has over 12 years of experience in the finance industry.
Ronald Ciotoli (CRD# 2293273) is an Investment Advisor Representative working at Prudential Financial Planning Services in Endwell, NY and has over 31 years of experience in the finance industry.
Howard Palmer (CRD# 4252752) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Endwell, NY and has over 23 years of experience in the finance industry.
Cary Posner (CRD# 1994667) is an Investment Advisor Representative working at Prudential Financial Planning Services in Endwell, NY and has over 31 years of experience in the finance industry.
James Rollo (CRD# 5314972) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Endwell, NY and has over 17 years of experience in the finance industry.
Thomas Surowka (CRD# 1221965) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Endwell, NY and has over 40 years of experience in the finance industry.