-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Micah Moore (CRD# 6843898) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Naples, NY and has over 4 years of experience in the finance industry.
William Roe (CRD# 7450071) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 2 years of experience in the finance industry. William Roe 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.
Matthew Smith (CRD# 5928030) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Corning, NY and has over 8 years of experience in the finance industry.
Paul Sydlansky (CRD# 3226165) is an Investment Advisor Representative working at Lake Road Advisors, LLC in Corning, NY and has over 24 years of experience in the finance industry. Paul Sydlansky 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.
Albert Troisi (CRD# 1225132) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 40 years of experience in the finance industry.
Leslie Troisi (CRD# 1329614) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 39 years of experience in the finance industry.
Christopher Vaughan (CRD# 1771965) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 36 years of experience in the finance industry.
Madison Webster (CRD# 7118152) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 4 years of experience in the finance industry.
Elizabeth Zemak (CRD# 7821124) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has 1 year of experience in the finance industry.