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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
Parker Clemans (CRD# 6579516) is an Investment Advisor Representative working at Gerhardt Clemans Wealth Management, Inc. in Thendara, NY and has over 8 years of experience in the finance industry.
Daniel Deblois (CRD# 4536030) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rome, NY and has over 21 years of experience in the finance industry.
Timothy Fraser (CRD# 1426342) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Port Leyden, NY and has over 38 years of experience in the finance industry.
Stephen Golembiowski (CRD# 2344081) is an Investment Advisor Representative working at Lpl Financial LLC in Barneveld, NY and has over 31 years of experience in the finance industry. Stephen Golembiowski 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.
Steven Jarvis (CRD# 4219217) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rome, NY and has over 23 years of experience in the finance industry.
Brianna Komondor (CRD# 7486867) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, NY and has 1 year of experience in the finance industry.
Gregory Mattacola (CRD# 6912771) is an Investment Advisor Representative working at Strategic Financial Services in Rome, NY and has 1 year of experience in the finance industry. Gregory Mattacola 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.
Joseph Mazzaferro (CRD# 6084595) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rome, NY and has over 11 years of experience in the finance industry. Joseph Mazzaferro 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.
Melissa O'brien (CRD# 5450026) is an Investment Advisor Representative working at Key Investment Services LLC in Lowville, NY and has over 16 years of experience in the finance industry.
Anjani Prabhu (CRD# 2534015) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lowville, NY and has over 29 years of experience in the finance industry. Anjani Prabhu 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.