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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
Jakob Brost (CRD# 7807772) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry.
Todd Brost (CRD# 5206988) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Todd Brost 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.
Garrett Bunch (CRD# 7038755) is an Investment Advisor Representative working at Alsworth Capital Management, LLC in Corning, NY and has over 3 years of experience in the finance industry.
Nathan Burns (CRD# 6920796) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has 1 year of experience in the finance industry.
Cody Buterbaugh (CRD# 6906528) is an Investment Advisor Representative working at Mangolds Investment Advisors Inc. in Painted Post, NY and has over 5 years of experience in the finance industry.
Sarah Carr (CRD# 3252000) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Towanda, PA and has over 20 years of experience in the finance industry. Sarah Carr 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.
Michael Chambers (CRD# 1102715) is an Investment Advisor Representative working at Lpl Financial LLC in Nichols, NY and has over 39 years of experience in the finance industry.
Sabrina Chilson (CRD# 6451181) is an Investment Advisor Representative working at Lpl Financial LLC in Corning, NY and has over 8 years of experience in the finance industry. Sabrina Chilson 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.
Samuel Conway (CRD# 7184905) is an Investment Advisor Representative working at S Conway Consulting, LLC in Ithaca, NY and has over 4 years of experience in the finance industry. Samuel Conway 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.
Anthony Estrada (CRD# 6408090) is an Investment Advisor Representative working at Edelman Financial Engines in Ithaca, NY and has over 8 years of experience in the finance industry. Anthony Estrada 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.