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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
Tyler Sherven (CRD# 7226568) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has over 2 years of experience in the finance industry.
Ngoc Sou (CRD# 7618265) is an Investment Advisor Representative working at Forum Financial Management, LP in Lansing, NY and has 1 year of experience in the finance industry.
Charles Sovik (CRD# 1983381) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 34 years of experience in the finance industry.
Jack Stevens (CRD# 5602853) is an Investment Advisor Representative working at Mml Investors Services, LLC in Cazenovia, NY and has over 15 years of experience in the finance industry.
Parker Stone (CRD# 6281844) is an Investment Advisor Representative working at Key Investment Services LLC in Ithaca, NY and has over 9 years of experience in the finance industry.
Paul Strebel (CRD# 1331833) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 38 years of experience in the finance industry. Paul Strebel 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.
Benjamin Stroh (CRD# 6952304) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 5 years of experience in the finance industry.
Everett Swaim (CRD# 1060728) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cazenovia, NY and has over 26 years of experience in the finance industry.
Kevin Szozda (CRD# 7419041) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Auburn, NY and has over 2 years of experience in the finance industry.
Peter Tague (CRD# 1900282) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tully, NY and has over 35 years of experience in the finance industry.