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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
Russell Bancroft (CRD# 3181822) is an Investment Advisor Representative working at Morgan Stanley in Elmira, NY and has over 21 years of experience in the finance industry.
Debra Bertrand (CRD# 1187249) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elmira, NY and has over 32 years of experience in the finance industry.
Jill Boyce (CRD# 2839706) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Elmira, NY and has over 20 years of experience in the finance industry.
John Brand (CRD# 4221381) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elmira, NY and has over 6 years of experience in the finance industry. John Brand 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.
Meghan Collins (CRD# 6414367) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Elmira, NY and has over 6 years of experience in the finance industry.
Justin Faulkner (CRD# 6212072) is an Investment Advisor Representative working at Lpl Financial LLC in Elmira, NY and has over 7 years of experience in the finance industry.
John Goldman (CRD# 2733981) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 24 years of experience in the finance industry.
Richard Goldman (CRD# 1832076) is an Investment Advisor Representative working at Morgan Stanley in Elmira, NY and has over 32 years of experience in the finance industry.
Jonathan Kravitz (CRD# 2449121) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Elmira, NY and has over 26 years of experience in the finance industry.
Michael Marciano (CRD# 5149296) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Elmira, NY and has over 13 years of experience in the finance industry.