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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
Nina Socha (CRD# 5350145) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 15 years of experience in the finance industry. Nina Socha 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.
Courtney Steckiel (CRD# 5752870) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rome, PA and has over 13 years of experience in the finance industry. Courtney Steckiel 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.
Matthew Stoutenburg (CRD# 6198702) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 10 years of experience in the finance industry.
Laura Sumner (CRD# 6161434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 10 years of experience in the finance industry.
Ryan Thauvette (CRD# 5085717) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 17 years of experience in the finance industry.
Joseph Topichak (CRD# 3204521) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 14 years of experience in the finance industry.
Tari Trowbridge (CRD# 2271403) is an Investment Advisor Representative working at Commonwealth Financial Network in Towanda, PA and has over 31 years of experience in the finance industry. Tari Trowbridge 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.
John Ullman (CRD# 863300) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 35 years of experience in the finance industry.
Michelle Vang (CRD# 6827201) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry. Michelle Vang 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.
Brandon Walker (CRD# 6783205) is an Investment Advisor Representative working at Equitable Advisors, LLC in Waverly, NY and has over 6 years of experience in the finance industry.