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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
Jonathan Fredericks (CRD# 4809711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dolgeville, NY and has over 19 years of experience in the finance industry.
Rhianna Arcuri (CRD# 6282976) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 9 years of experience in the finance industry.
Stephen Caruso (CRD# 2729658) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 28 years of experience in the finance industry.
Kevin Conway (CRD# 6083918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 8 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.
Lori Glennon (CRD# 1108918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 40 years of experience in the finance industry.
David Griffith (CRD# 3072664) is an Investment Advisor Representative working at Lifemark Securities Corp. in Utica, NY and has over 24 years of experience in the finance industry.
David Hamlin (CRD# 6390497) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 9 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.
Heather Hawley (CRD# 5373765) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 16 years of experience in the finance industry. Heather Hawley 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.