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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
Jay Scienza (CRD# 5240211) is an Investment Advisor Representative working at Lpl Financial LLC in Herkimer, NY and has over 16 years of experience in the finance industry.
Michelle Shauger (CRD# 4536036) is an Investment Advisor Representative working at Primerica Advisors in Rome, NY and has over 21 years of experience in the finance industry.
Leslie Shepardson (CRD# 6572336) is an Investment Advisor Representative working at Prudential Financial Planning Services in New Hartford, NY and has over 8 years of experience in the finance industry.
Constance Smith (CRD# 5919298) is an Investment Advisor Representative working at Prudential Financial Planning Services in Utica, NY and has over 12 years of experience in the finance industry.
Charles Sovik (CRD# 1983381) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 34 years of experience in the finance industry.
Joseph Speciale (CRD# 2815121) 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.
Jack Stevens (CRD# 5602853) is an Investment Advisor Representative working at Mml Investors Services, LLC in Cazenovia, NY and has over 15 years of experience in the finance industry.
Jacob Storsberg (CRD# 7240118) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Everett Swaim (CRD# 1060728) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cazenovia, NY and has over 26 years of experience in the finance industry.
Jason Tabor (CRD# 4688125) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cooperstown, NY and has over 20 years of experience in the finance industry. Jason Tabor 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.