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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
Sonnet Loftus (CRD# 4980988) is an Investment Advisor Representative working at Commonwealth Financial Network in East Syracuse, NY and has over 18 years of experience in the finance industry. Sonnet Loftus 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.
Patrick Lynch (CRD# 4346917) is an Investment Advisor Representative working at Commonwealth Financial Network in East Syracuse, NY and has over 22 years of experience in the finance industry.
Robert McQueen (CRD# 7209653) is an Investment Advisor Representative working at Lpl Financial LLC in East Syracuse, NY and has over 3 years of experience in the finance industry.
Daniel Mody (CRD# 2487825) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 29 years of experience in the finance industry. Daniel Mody 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.
Mark Modzeleski (CRD# 3214980) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in East Syracuse, NY and has over 24 years of experience in the finance industry.
Michael Monashefsky (CRD# 7434090) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has 1 year of experience in the finance industry.
Colin Nardella (CRD# 7424544) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 2 years of experience in the finance industry.
Maryann Pierce (CRD# 3270336) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in East Syracuse, NY and has over 24 years of experience in the finance industry.
Daniel Posniak (CRD# 366207) 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.
Rachel Roney (CRD# 2244760) is an Investment Advisor Representative working at Commonwealth Financial Network in East Syracuse, NY and has over 31 years of experience in the finance industry.