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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
Steven Flanders (CRD# 830504) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Syracuse, NY and has over 32 years of experience in the finance industry.
Theresa Flemma (CRD# 1315768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 39 years of experience in the finance industry. Theresa Flemma 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.
Marc Franco (CRD# 4188743) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Liverpool, NY and has over 23 years of experience in the finance industry.
Peter Franz (CRD# 5271612) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 17 years of experience in the finance industry.
Dawn Frenza (CRD# 4805508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Syracuse, NY and has over 16 years of experience in the finance industry.
Julie Garcia (CRD# 5500913) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Syracuse, NY and has over 13 years of experience in the finance industry.
Christopher Gardner (CRD# 2630862) is an Investment Advisor Representative working at Fmf&e Wealth Management, LLC in Syracuse, NY and has over 28 years of experience in the finance industry.
Paul Gaschen (CRD# 2201102) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 32 years of experience in the finance industry.
Nathaniel Gavitt (CRD# 6480345) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 8 years of experience in the finance industry.
Scott George (CRD# 2638248) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 28 years of experience in the finance industry. Scott George 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.