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Distance Only Ontario, 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
Adam Casper (CRD# 6420165) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 9 years of experience in the finance industry. Adam Casper 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 Wordingham (CRD# 6253021) is an Investment Advisor Representative working at Edward Jones in Ontario, NY and has over 10 years of experience in the finance industry.
Joseph Amoddio (CRD# 7425098) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has 1 year of experience in the finance industry.
Matthew Bennage (CRD# 5300517) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 16 years of experience in the finance industry.
Mark Flaherty (CRD# 6220982) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 4 years of experience in the finance industry.
Alexa Glanzel (CRD# 7216993) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has 1 year of experience in the finance industry.
Daniel Ortiz (CRD# 7068057) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 5 years of experience in the finance industry.
Timothy Weller (CRD# 2207115) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 32 years of experience in the finance industry. Timothy Weller 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.