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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
Jeffry Weldon (CRD# 1686799) is an Investment Advisor Representative working at Weldon And Weldon Financial Coaching in Watertown, NY and has over 36 years of experience in the finance industry.
Stephen Wise (CRD# 4500841) is an Investment Advisor Representative working at Edward Jones in Oswego, NY and has over 22 years of experience in the finance industry.
Steven Yelle (CRD# 4781560) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Watertown, NY and has over 19 years of experience in the finance industry.
Kim Allen (CRD# 1660033) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 36 years of experience in the finance industry.
Stanley Cerlanek (CRD# 5314231) is an Investment Advisor Representative working at Edward Jones in Oswego, NY and has over 16 years of experience in the finance industry.
Michael Crowley (CRD# 3230615) is an Investment Advisor Representative working at Avantax Advisory Services in Watertown, NY and has over 24 years of experience in the finance industry.
Douglas Dier (CRD# 1522897) is an Investment Advisor Representative working at Lincoln Investment in Watertown, NY and has over 37 years of experience in the finance industry.
David Epolito (CRD# 6083600) is an Investment Advisor Representative working at Key Investment Services LLC in Mexico, NY and has over 11 years of experience in the finance industry.
Hayden Freeman (CRD# 6706639) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 7 years of experience in the finance industry.
Neil Freeman (CRD# 1283664) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 36 years of experience in the finance industry.