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Distance Only Jamestown, 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
Joseph Cerrie (CRD# 4306901) is an Investment Advisor Representative working at Newedge Advisors in Jamestown, NY and has over 22 years of experience in the finance industry.
Jodi Fellows (CRD# 5685771) is an Investment Advisor Representative working at Key Investment Services LLC in Jamestown, NY and has over 14 years of experience in the finance industry.
Debra Field (CRD# 6326344) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 9 years of experience in the finance industry.
Samuel Fitch (CRD# 7579684) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has 1 year of experience in the finance industry.
Stephen Frank (CRD# 6386577) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 2 years of experience in the finance industry.
Alexander Grace (CRD# 7590368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has 1 year of experience in the finance industry.
Evan Grey (CRD# 7727020) is an Investment Advisor Representative working at Grey Private Capital in Jamestown, NY and has 1 year of experience in the finance industry. Evan Grey 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.
Eric Harvey (CRD# 6579728) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has over 8 years of experience in the finance industry.
James Henderson (CRD# 2130725) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 33 years of experience in the finance industry.
Daniel Hocking (CRD# 1346641) is an Investment Advisor Representative working at Newedge Advisors in Jamestown, NY and has over 30 years of experience in the finance industry.