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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
Caitlin Kuhnen (CRD# 6889537) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 5 years of experience in the finance industry. Caitlin Kuhnen 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.
Matthew Landis (CRD# 4306783) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, PA and has over 23 years of experience in the finance industry.
David Mazzini (CRD# 6232519) is an Investment Advisor Representative working at Edward Jones in Endicott, NY and has over 10 years of experience in the finance industry.
Keenan Miller (CRD# 6193724) is an Investment Advisor Representative working at Equitable Advisors, LLC in Endicott, NY and has over 10 years of experience in the finance industry.
Xavier Mustico (CRD# 6705118) is an Investment Advisor Representative working at The Mustico Financial Group, Inc. in Elmira, NY and has over 3 years of experience in the finance industry. Xavier Mustico 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.
James Nielsen (CRD# 5426184) is an Investment Advisor Representative working at Cuso Financial Services in Elmira Heights, NY and has over 15 years of experience in the finance industry.
Patrick Ousterout (CRD# 6253017) is an Investment Advisor Representative working at Edward Jones in Owego, NY and has over 10 years of experience in the finance industry.
Jenny Payne (CRD# 3020647) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rome, PA and has over 23 years of experience in the finance industry.
David Powell (CRD# 2998863) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 26 years of experience in the finance industry.
William Reynolds (CRD# 2326541) is an Investment Advisor Representative working at Key Investment Services LLC in Endicott, NY and has over 29 years of experience in the finance industry.