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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
Kathryn Gerwig (CRD# 1735567) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 35 years of experience in the finance industry. Kathryn Gerwig 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.
Brandi Graham (CRD# 7415355) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Brandi Graham 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.
Amanda Herrick Smith (CRD# 5173259) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Amanda Herrick Smith 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.
Lucas Herrington (CRD# 5832795) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 12 years of experience in the finance industry.
Harriet Higgins (CRD# 2519330) is an Investment Advisor Representative working at Mayflower Capital in Cortland, NY and has over 29 years of experience in the finance industry.
Scott Hurlbut (CRD# 1631482) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 36 years of experience in the finance industry.
Mason Jones (CRD# 7415300) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Mason Jones 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.
Thomas Kellerman (CRD# 2605950) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Ithaca, NY and has over 28 years of experience in the finance industry.
Tyler Krowiak (CRD# 7194741) is an Investment Advisor Representative working at Edward Jones in Homer, NY and has over 4 years of experience in the finance industry.
Lynda Lander (CRD# 7894832) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Lynda Lander 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.