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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
Donna Burnett (CRD# 4768012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 20 years of experience in the finance industry.
Gabrielle Cafalone (CRD# 7631336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has 1 year of experience in the finance industry.
Neil Campbell (CRD# 3189116) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Hartford, NY and has over 25 years of experience in the finance industry.
Cody Carnaya (CRD# 7274752) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 3 years of experience in the finance industry. Cody Carnaya 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.
Sherry Christiansen (CRD# 5956034) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rome, NY and has over 12 years of experience in the finance industry.
John Clark (CRD# 4344180) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.
Dennis Coughlin (CRD# 2723938) is an Investment Advisor Representative working at Commonwealth Financial Network in New Hartford, NY and has over 27 years of experience in the finance industry. Dennis Coughlin 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.
Trinity Critelli (CRD# 7142769) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has 1 year of experience in the finance industry.
Mark Daviau (CRD# 2323499) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 30 years of experience in the finance industry.
Daniel Deblois (CRD# 4536030) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rome, NY and has over 21 years of experience in the finance industry.