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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
Susan McCormick (CRD# 3074871) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 25 years of experience in the finance industry.
Michael McGuire (CRD# 2447022) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 30 years of experience in the finance industry.
Nelson Mead (CRD# 1749754) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 36 years of experience in the finance industry. Nelson Mead 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.
Karen Meriwether (CRD# 1245277) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 39 years of experience in the finance industry. Karen Meriwether 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.
Kelly Michalek (CRD# 5852089) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 13 years of experience in the finance industry.
Christopher Milner (CRD# 4671450) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 10 years of experience in the finance industry.
James Nielsen (CRD# 5426184) is an Investment Advisor Representative working at Cuso Financial Services in Elmira Heights, NY and has over 15 years of experience in the finance industry.
Michael O'brien (CRD# 4168509) is an Investment Advisor Representative working at Wells Fargo Advisors in Corning, NY and has over 23 years of experience in the finance industry.
Molly O'neill (CRD# 6851608) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 6 years of experience in the finance industry. Molly O'neill 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 O'neill (CRD# 6779712) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 9 years of experience in the finance industry. Shane O'neill 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.