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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
Aimee Berkemeier (CRD# 7080291) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has over 2 years of experience in the finance industry.
Curtis Corkey (CRD# 2856532) is an Investment Advisor Representative working at Principal Securities, Inc. in Almond, NY and has over 27 years of experience in the finance industry.
Scott Derwick (CRD# 3146641) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 25 years of experience in the finance industry. Scott Derwick 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.
Gary Everts (CRD# 1945252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Nunda, NY and has over 35 years of experience in the finance industry.
Geralyn Gough (CRD# 4270751) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wellsville, NY and has over 23 years of experience in the finance industry. Geralyn Gough 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.
Christina Hand (CRD# 4730006) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Nunda, NY and has over 20 years of experience in the finance industry.
Benjamin Hardy (CRD# 7282645) is an Investment Advisor Representative working at Principal Securities, Inc. in Almond, NY and has over 3 years of experience in the finance industry.
Heath Hendrickson (CRD# 7468252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has over 2 years of experience in the finance industry.
Mark Hendrix (CRD# 1682134) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 36 years of experience in the finance industry. Mark Hendrix 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.
Randall Hulick (CRD# 1971101) is an Investment Advisor Representative working at Lpl Financial LLC in Springville, NY and has over 34 years of experience in the finance industry.