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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
Frank Torelli (CRD# 2908882) is an Investment Advisor Representative working at Lpl Financial LLC in Ithaca, NY and has over 26 years of experience in the finance industry.
Ksenia Trikoz (CRD# 5545294) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Ithaca, NY and has over 2 years of experience in the finance industry.
Melissa Vanderhoof (CRD# 4212452) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 3 years of experience in the finance industry.
John Ward (CRD# 7191317) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ithaca, NY and has 1 year of experience in the finance industry.
Darren Wilcox (CRD# 5198727) 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. Darren Wilcox 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.
Peter Winnett (CRD# 3021771) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 22 years of experience in the finance industry. Peter Winnett 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.
Kris Yelverton (CRD# 5722051) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ithaca, NY and has over 14 years of experience in the finance industry.