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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
Roger Hare (CRD# 703817) is an Investment Advisor Representative working at Lpl Financial LLC in Marcellus, NY and has over 32 years of experience in the finance industry.
Bret Hartman (CRD# 4502046) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cortland, NY and has over 14 years of experience in the finance industry.
Anna Hartwell (CRD# 6063419) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Syracuse, NY and has over 11 years of experience in the finance industry.
Alexander Henn (CRD# 4520995) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 21 years of experience in the finance industry.
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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 Henty (CRD# 1314213) is an Investment Advisor Representative working at Edward Jones in Liverpool, NY and has over 39 years of experience in the finance industry.
Christopher Herrel (CRD# 1297504) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 39 years of experience in the finance industry.
Avis Hill (CRD# 4149779) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 12 years of experience in the finance industry.
Jason Holowinski (CRD# 2390903) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Syracuse, NY and has over 30 years of experience in the finance industry.
Charles Hopman (CRD# 4972235) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 12 years of experience in the finance industry.