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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
Cindy Miller (CRD# 3157036) is an Investment Advisor Representative working at Avantax Advisory Services in Vestal, NY and has over 25 years of experience in the finance industry. Cindy Miller 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.
Howard Palmer (CRD# 4252752) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Endwell, NY and has over 23 years of experience in the finance industry.
John Paulin (CRD# 4005337) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johnson City, NY and has over 23 years of experience in the finance industry.
Christa Perry (CRD# 5618621) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 14 years of experience in the finance industry.
Kevin Porter (CRD# 2652928) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 28 years of experience in the finance industry.
Cary Posner (CRD# 1994667) 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.
James Rollo (CRD# 5314972) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Endwell, NY and has over 17 years of experience in the finance industry.
Tyler Sherven (CRD# 7226568) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has over 2 years of experience in the finance industry.
Amy Smith (CRD# 4248177) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Johnson City, NY and has over 22 years of experience in the finance industry.
Stephen Smith (CRD# 3034580) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 26 years of experience in the finance industry.