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Distance Only Auburn, 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
Andrew Bartholomew (CRD# 5061678) is an Investment Advisor Representative working at Key Investment Services LLC in Auburn, NY and has over 18 years of experience in the finance industry.
Jeffrey Jock (CRD# 4418581) is an Investment Advisor Representative working at Cuso Financial Services, LP in Auburn, NY and has over 22 years of experience in the finance industry. Jeffrey Jock 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.
Wendy Morasco (CRD# 4531151) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Auburn, NY and has over 21 years of experience in the finance industry.
Christopher Rheaume (CRD# 5654691) is an Investment Advisor Representative working at Edward Jones in Auburn, NY and has over 14 years of experience in the finance industry.
Charles Shaw (CRD# 6026263) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 11 years of experience in the finance industry.
Daniel Cuddy (CRD# 2286154) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, NY and has over 31 years of experience in the finance industry. Daniel Cuddy 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.
Gillian Dimora (CRD# 5676133) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 12 years of experience in the finance industry.
Michael Hearn (CRD# 2131707) is an Investment Advisor Representative working at Genesee Capital Advisors, LLC in Auburn, NY and has over 32 years of experience in the finance industry.
Michael Morrissey (CRD# 7619815) is an Investment Advisor Representative working at Mcadam LLC in Auburn, NY and has 1 year of experience in the finance industry.
Earl Phillips (CRD# 1775959) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, NY and has over 35 years of experience in the finance industry.