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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
Lisa Charles (CRD# 5911610) is an Investment Advisor Representative working at Prudential Financial Planning Services in Endwell, NY and has over 12 years of experience in the finance industry.
Ronald Ciotoli (CRD# 2293273) is an Investment Advisor Representative working at Prudential Financial Planning Services in Endwell, NY and has over 31 years of experience in the finance industry.
Alyssa Clark (CRD# 6762052) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 2 years of experience in the finance industry.
Crystal Demarco (CRD# 4018499) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 24 years of experience in the finance industry.
Bruce Deppoliti (CRD# 2268639) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vestal, NY and has over 31 years of experience in the finance industry. Bruce Deppoliti 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.
Teresa Flynn (CRD# 2193368) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 31 years of experience in the finance industry.
Nicholas Gacioch (CRD# 6816632) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vestal, NY and has 1 year of experience in the finance industry.
Benjamin Herrick (CRD# 7124427) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 4 years of experience in the finance industry.
Tristin Hotaling (CRD# 4460606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 22 years of experience in the finance industry.
Thomas Hurd (CRD# 6100172) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 11 years of experience in the finance industry.