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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
Shawn Corey (CRD# 6734309) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Painted Post, NY and has over 6 years of experience in the finance industry.
Sarah Creath (CRD# 4122970) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. Sarah Creath 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.
Christopher Davis (CRD# 6579916) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has over 8 years of experience in the finance industry. Christopher Davis 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.
Rebekah Eason (CRD# 7045466) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 5 years of experience in the finance industry. Rebekah Eason 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.
Kristin Harrington (CRD# 5426182) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 15 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.
Amy Irvine (CRD# 4868740) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 19 years of experience in the finance industry. Amy Irvine 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 Kaffenbarger (CRD# 4254971) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. James Kaffenbarger 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.
Michael Klein (CRD# 5558592) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keuka Park, NY and has over 15 years of experience in the finance industry.
Jonathan Kravitz (CRD# 2449121) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Elmira, NY and has over 30 years of experience in the finance industry.