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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
John Corsi (CRD# 1022374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ithaca, NY and has over 36 years of experience in the finance industry. John Corsi 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.
Gerald Coughlin (CRD# 1128073) is an Investment Advisor Representative working at Securities America Advisors, Inc. in 892 E Brighton Ave, NY and has over 28 years of experience in the finance industry.
William Dolly (CRD# 2702063) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 28 years of experience in the finance industry.
Daniel Esford (CRD# 6455605) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 4 years of experience in the finance industry. Daniel Esford 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...
Jess Esposito (CRD# 1864816) is an Investment Advisor Representative working at Edward Jones in Ithaca, NY and has over 35 years of experience in the finance industry.
Julia Gorman (CRD# 2210777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 32 years of experience in the finance industry.
James Gregg (CRD# 3099209) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 25 years of experience in the finance industry.
Roger Hare (CRD# 703817) is an Investment Advisor Representative working at Lpl Financial LLC in Marcellus, NY and has over 32 years of experience in the finance industry.
Rordan Hart (CRD# 5436871) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 16 years of experience in the finance industry.