-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Douglas Woolbert (CRD# 2789885) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cazenovia, NY and has over 27 years of experience in the finance industry.
Jason Topi (CRD# 5382298) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 16 years of experience in the finance industry.
Stephen Abbe (CRD# 7561585) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has 1 year of experience in the finance industry.
Raymond Acosta (CRD# 4247203) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, NY and has over 23 years of experience in the finance industry.
Joseph Alnutt (CRD# 7700664) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, NY and has 1 year of experience in the finance industry.
Judson Ames (CRD# 5953260) is an Investment Advisor Representative working at Dark Horse Wealth LLC in Cazenovia, NY and has over 16 years of experience in the finance industry.
Francesca Asher (CRD# 6697142) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Francesca Asher 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.
Leigh Baldwin (CRD# 1895333) 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.
Charles Batson (CRD# 1695168) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Hartford, NY and has over 36 years of experience in the finance industry.
Christopher Belmont (CRD# 5792573) is an Investment Advisor Representative working at Lpl Financial LLC in New Hartford, NY and has over 13 years of experience in the finance industry.