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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
Katie Clark (CRD# 2917734) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Elmira, NY and has over 26 years of experience in the finance industry. Katie Clark 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.
Shawn Corey (CRD# 6734309) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Painted Post, NY and has over 6 years of experience in the finance industry.
Justin Faulkner (CRD# 6212072) is an Investment Advisor Representative working at Lpl Financial LLC in Elmira, NY and has over 10 years of experience in the finance industry.
Matthew Geer (CRD# 4809921) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, PA and has over 19 years of experience in the finance industry.
John Goldman (CRD# 2733981) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 27 years of experience in the finance industry.
Debbie Harer (CRD# 2736970) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Troy, PA and has over 23 years of experience in the finance industry.
David Jackson (CRD# 2439885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, PA and has over 29 years of experience in the finance industry.
Jonathan Kravitz (CRD# 2449121) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Elmira, NY and has over 30 years of experience in the finance industry.
Matthew Landis (CRD# 4306783) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, PA and has over 23 years of experience in the finance industry.
Frederick Lowe (CRD# 2861323) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 26 years of experience in the finance industry.