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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
Zachary Bowerman (CRD# 7478005) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Schuyler, NY and has 1 year of experience in the finance industry.
James Boyce (CRD# 2233644) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 31 years of experience in the finance industry.
James Brock (CRD# 2192403) is an Investment Advisor Representative working at Esi Financial Advisors in Utica, NY and has over 32 years of experience in the finance industry.
Wayne Brooks (CRD# 2142197) is an Investment Advisor Representative working at One Hopper Asset Management in Utica, NY and has over 26 years of experience in the finance industry.
Zachary Brown (CRD# 7321869) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 3 years of experience in the finance industry.
Donna Burnett (CRD# 4768012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 20 years of experience in the finance industry.
Gabrielle Cafalone (CRD# 7631336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has 1 year of experience in the finance industry.
Cody Carnaya (CRD# 7274752) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 3 years of experience in the finance industry. Cody Carnaya 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 Clark (CRD# 4344180) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.
Cathy Cristman (CRD# 5770223) is an Investment Advisor Representative working at Lifemark Securities Corp. in Little Falls, NY and has over 13 years of experience in the finance industry. Cathy Cristman 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.