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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
Kelly Lent-Paul (CRD# 2971949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 26 years of experience in the finance industry. Kelly Lent-Paul 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.
John McLaughlin (CRD# 1407726) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Olean, NY and has over 38 years of experience in the finance industry.
Jon Orcutt (CRD# 2767462) is an Investment Advisor Representative working at Afl Advisory Group LLC in Allegany, NY and has over 27 years of experience in the finance industry.
James Scott (CRD# 2334021) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Nunda, NY and has over 31 years of experience in the finance industry.
Autumn Smith (CRD# 5209345) is an Investment Advisor Representative working at Lpl Financial LLC in Nunda, NY and has over 17 years of experience in the finance industry.
Thomas Stolberg (CRD# 5160799) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cuba, NY and has over 17 years of experience in the finance industry.
Matthew Stroup (CRD# 6242674) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsville, NY and has over 10 years of experience in the finance industry.
Troy Vincent (CRD# 4909403) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 19 years of experience in the finance industry.
Stephanie Aloi (CRD# 5797331) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 6 years of experience in the finance industry.
Teresa Barie (CRD# 2512324) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 29 years of experience in the finance industry. Teresa Barie 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.