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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
Elizabeth Walton (CRD# 2325571) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 30 years of experience in the finance industry.
Heather Wilbur (CRD# 5199618) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 7 years of experience in the finance industry.
Loren Wood (CRD# 1524675) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Elmira, NY and has over 37 years of experience in the finance industry.
Robert Ainslie (CRD# 4176455) is an Investment Advisor Representative working at Morgan Stanley in Ithaca, NY and has over 23 years of experience in the finance industry. Robert Ainslie 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.
Shane Alsworth (CRD# 4418062) is an Investment Advisor Representative working at Alsworth Capital Management, LLC in Corning, NY and has over 17 years of experience in the finance industry. Shane Alsworth 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.
Keith Baier (CRD# 4403569) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Ithaca, NY and has over 22 years of experience in the finance industry. Keith Baier 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.
Ryan Barden (CRD# 5929634) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 10 years of experience in the finance industry.
Barbara Benedict (CRD# 6729589) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 6 years of experience in the finance industry.
Michael Bono (CRD# 6490126) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. Michael Bono 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.
Amy Brouneus (CRD# 5704688) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 12 years of experience in the finance industry.