-
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
Raymond O'bannion (CRD# 6144409) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ithaca, NY and has over 11 years of experience in the finance industry.
Angela Oneill (CRD# 2969167) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 26 years of experience in the finance industry. Angela Oneill 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.
Daniel Parkin (CRD# 1415780) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 38 years of experience in the finance industry.
Earl Phillips (CRD# 1775959) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, NY and has over 35 years of experience in the finance industry.
Ryan Pine (CRD# 4848779) is an Investment Advisor Representative working at Genesee Capital Advisors, LLC in Auburn, NY and has over 18 years of experience in the finance industry.
R. Rienhardt (CRD# 5137497) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 17 years of experience in the finance industry.
Nicholas Romo (CRD# 7061786) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ithaca, NY and has over 4 years of experience in the finance industry.
Tyler Sherven (CRD# 7226568) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has over 2 years of experience in the finance industry.
Ngoc Sou (CRD# 7618265) is an Investment Advisor Representative working at Forum Financial Management, LP in Lansing, NY and has 1 year 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.