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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
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.
Michael Socha (CRD# 5402692) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 13 years of experience in the finance industry.
Nina Socha (CRD# 5350145) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 15 years of experience in the finance industry. Nina Socha 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.
Laura Sumner (CRD# 6161434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 10 years of experience in the finance industry.
Erin Thaete (CRD# 6946907) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 5 years of experience in the finance industry.
Joseph Topichak (CRD# 3204521) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 14 years of experience in the finance industry.
John Ullman (CRD# 863300) 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.
Michelle Vang (CRD# 6827201) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry. Michelle Vang 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.
Katrina Welker (CRD# 5002125) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 18 years of experience in the finance industry. Katrina Welker 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.