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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
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.
Jason Tabor (CRD# 4688125) is an Investment Advisor Representative working at Securities America Advisors, 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.
Donald Benson (CRD# 2997972) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oneonta, NY and has over 26 years of experience in the finance industry. Donald Benson 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.
Kevin Corkery (CRD# 2859027) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 26 years of experience in the finance industry.
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.
Schuyler Dombroske (CRD# 2630001) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 28 years of experience in the finance industry. Schuyler Dombroske 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.
Peter Franz (CRD# 5271612) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 17 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.
Michael Hennessy (CRD# 1052516) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 31 years of experience in the finance industry.
Clinton Kane (CRD# 5352683) is an Investment Advisor Representative working at Kane Financial in Waterville, NY and has over 16 years of experience in the finance industry.