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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
Frederick Lowe (CRD# 2861323) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 26 years of experience in the finance industry.
Aaron Manchester (CRD# 4717782) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 19 years of experience in the finance industry.
Steven Matteson (CRD# 2628492) is an Investment Advisor Representative working at Twin Tiers Consulting, LLC in Corning, NY and has over 28 years of experience in the finance industry.
Jolie McCarthy (CRD# 6171720) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry. Jolie McCarthy 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.
Karen Meriwether (CRD# 1245277) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 39 years of experience in the finance industry. Karen Meriwether 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.
David Moore (CRD# 1324619) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Naples, NY and has over 39 years of experience in the finance industry. David Moore 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, LP in Elmira Heights, NY and has over 15 years of experience in the finance industry.
Michael O'brien (CRD# 4168509) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Corning, NY and has over 23 years of experience in the finance industry.
William Redder (CRD# 2041721) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has over 26 years of experience in the finance industry.
Thomas Snow (CRD# 1078459) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 35 years of experience in the finance industry.