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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
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.
Michael Kindt (CRD# 1095476) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Syracuse, NY and has over 22 years of experience in the finance industry.
Jeffrey Lamarca (CRD# 3116241) is an Investment Advisor Representative working at Marcellus Capital Management, LLC in Skaneateles, NY and has over 23 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.
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.
Nathan Melfi (CRD# 7534915) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cortland, NY and has 1 year of experience in the finance industry.
Michael Morrissey (CRD# 7619815) is an Investment Advisor Representative working at Mcadam LLC in Auburn, NY and has 1 year of experience in the finance industry.
Andrew Nardella (CRD# 1799354) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has over 36 years of experience in the finance industry.
Domtilla Neri (CRD# 7815862) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Auburn, NY and has 1 year of experience in the finance industry.
James Nunciato (CRD# 713990) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cortland, NY and has over 41 years of experience in the finance industry.