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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
James Gregg (CRD# 3099209) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 25 years of experience in the finance industry.
Peter Grifo (CRD# 1549193) is an Investment Advisor Representative working at Prudential Financial Planning Services in Dewitt, NY and has over 37 years of experience in the finance industry.
Andrew Groat (CRD# 2542579) is an Investment Advisor Representative working at Aldemar Research Corporation in Fayetteville, NY and has over 19 years of experience in the finance industry.
Timothy Grumley (CRD# 4630490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Syracuse, NY and has over 21 years of experience in the finance industry.
Robert Hagen (CRD# 2783771) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 27 years of experience in the finance industry.
Scott Hansen (CRD# 2630430) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 27 years of experience in the finance industry. Scott Hansen 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.
Roger Hare (CRD# 703817) is an Investment Advisor Representative working at Lpl Financial LLC in Marcellus, NY and has over 32 years of experience in the finance industry.
Anna Hartwell (CRD# 6063419) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Syracuse, NY and has over 11 years of experience in the finance industry.
Alexander Henn (CRD# 4520995) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 21 years of experience in the finance industry.