-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Frank Kramer (CRD# 1425311) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Johnson City, NY and has over 38 years of experience in the finance industry.
Nikola Lalovic (CRD# 6513315) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has 1 year of experience in the finance industry.
Gary Latorrey (CRD# 1524125) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 36 years of experience in the finance industry.
Gregory Lesko (CRD# 1175893) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 21 years of experience in the finance industry.
Matthew Lewis (CRD# 7501123) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has over 2 years of experience in the finance industry.
Arthur Lustgarten (CRD# 4485024) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ithaca, NY and has over 22 years of experience in the finance industry.
Patrick Madison (CRD# 2049438) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Binghamton, NY and has over 30 years of experience in the finance industry.
James Marshall (CRD# 6075990) is an Investment Advisor Representative working at Lpl Financial LLC in Vestal, NY and has over 7 years of experience in the finance industry.
Sian Matt (CRD# 7347452) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 2 years of experience in the finance industry.
Marshall McCormick (CRD# 6218131) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 10 years of experience in the finance industry. Marshall McCormick 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.