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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
Michael Dinich (CRD# 2087677) is an Investment Advisor Representative working at Your Money Matters Wealth Management, LLC in Sayre, PA and has over 33 years of experience in the finance industry.
Rebekah Eason (CRD# 7045466) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 5 years of experience in the finance industry. Rebekah Eason 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.
Jess Esposito (CRD# 1864816) is an Investment Advisor Representative working at Edward Jones in Ithaca, NY and has over 35 years of experience in the finance industry.
Matthew Geer (CRD# 4809921) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, PA and has over 19 years of experience in the finance industry.
Julia Gorman (CRD# 2210777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 32 years of experience in the finance industry.
Derek Gowan (CRD# 5763562) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has over 11 years of experience in the finance industry.
Debbie Harer (CRD# 2736970) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Troy, PA and has over 23 years of experience in the finance industry.
Kristin Harrington (CRD# 5426182) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 15 years of experience in the finance industry.
Daniel Harter (CRD# 6776061) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ithaca, NY and has over 6 years of experience in the finance industry.
Marco Hickey (CRD# 5598994) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 13 years of experience in the finance industry.