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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
Marion Watkins (CRD# 4364340) is an Investment Advisor Representative working at Prudential Financial Planning Services in Buskirk, NY and has over 23 years of experience in the finance industry.
Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.
Sherman Baker (CRD# 2594658) is an Investment Advisor Representative working at Commonwealth Financial Network in Hoosick Falls, NY and has over 29 years of experience in the finance industry.
Claudia Cedrone (CRD# 6364402) is an Investment Advisor Representative working at Edward Jones in Granville, NY and has over 4 years of experience in the finance industry.
Peter Christenson (CRD# 7230813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 3 years of experience in the finance industry.
James Coleman (CRD# 1662939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manchester Center, VT and has 1 year of experience in the finance industry.
Cody Crossman (CRD# 7437699) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manchester, VT and has 1 year of experience in the finance industry.
Caralee Kennedy (CRD# 7073448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 4 years of experience in the finance industry.
Susan Kibbe (CRD# 2888964) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Chester, VT and has over 8 years of experience in the finance industry.
Patrick Kimmell (CRD# 7221441) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 3 years of experience in the finance industry.