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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
Mark Davidson (CRD# 4546264) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Canajoharie, NY and has over 20 years of experience in the finance industry.
Nerissa Hanley (CRD# 2828951) is an Investment Advisor Representative working at Primerica Advisors in Fort Plain, NY and has over 27 years of experience in the finance industry.
Allan Macvean (CRD# 2070157) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Johnstown, NY and has over 33 years of experience in the finance industry. Allan Macvean 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.
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
David Olsen (CRD# 1713343) is an Investment Advisor Representative working at Lpl Financial LLC in Amsterdam, NY and has over 36 years of experience in the finance industry.
Peter Pochily (CRD# 6152309) is an Investment Advisor Representative working at Lpl Financial LLC in Hobart, NY and has over 11 years of experience in the finance industry.
Ricki Lyn Proctor (CRD# 4185003) is an Investment Advisor Representative working at Advice And Planning Services in Middleburgh, NY and has 1 year of experience in the finance industry.
Todd Robertson (CRD# 5448876) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altamont, NY and has over 16 years of experience in the finance industry.
Scott Curtis (CRD# 5293335) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Cooperstown, NY and has over 16 years of experience in the finance industry.
Erik Damers (CRD# 5169423) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in West Fulton, NY and has over 17 years of experience in the finance industry.