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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
Brandon Kidd (CRD# 6424076) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 9 years of experience in the finance industry.
Carly Kidd (CRD# 6981367) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 5 years of experience in the finance industry.
Terri Krueger (CRD# 5599934) is an Investment Advisor Representative working at Private Advisor Group, LLC in East Syracuse, NY and has over 15 years of experience in the finance industry.
Adam Loedel (CRD# 4735707) is an Investment Advisor Representative working at Private Advisor Group, LLC in East Syracuse, NY and has over 20 years of experience in the finance industry. Adam Loedel 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.
John Miller (CRD# 6148631) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 11 years of experience in the finance industry.
Christopher Moak (CRD# 5100745) is an Investment Advisor Representative working at Good Life Advisors, LLC in East Syracuse, NY and has over 17 years of experience in the finance industry.
Mark Nardella (CRD# 2901013) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 26 years of experience in the finance industry. Mark Nardella 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.
Joseph O'connor (CRD# 1094370) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 40 years of experience in the finance industry.
Brian Perdew (CRD# 6034819) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in East Syracuse, NY and has over 11 years of experience in the finance industry.
Cody Perkov (CRD# 6081490) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Syracuse, NY and has over 8 years of experience in the finance industry.