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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
Nelson Mead (CRD# 1749754) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 36 years of experience in the finance industry. Nelson Mead 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.
Kelly Michalek (CRD# 5852089) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 12 years of experience in the finance industry.
Christopher Milner (CRD# 4671450) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 10 years of experience in the finance industry.
Wendy Morasco (CRD# 4531151) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Auburn, NY and has over 21 years of experience in the finance industry.
Molly O'neill (CRD# 6851608) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 6 years of experience in the finance industry. Molly O'neill 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.
Shane O'neill (CRD# 6779712) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 9 years of experience in the finance industry. Shane O'neill 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.
Celine Oh (CRD# 4664470) is an Investment Advisor Representative working at Edward Jones in Ithaca, NY and has over 20 years of experience in the finance industry.
Peter Perri (CRD# 5882135) is an Investment Advisor Representative working at Lpl Financial LLC in Cortland, NY and has over 13 years of experience in the finance industry.
Robert Pochily (CRD# 3176262) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 24 years of experience in the finance industry.
Arndt Poelling (CRD# 4948354) is an Investment Advisor Representative working at Centennial Wealth Management Inc. in Ithaca, NY and has over 18 years of experience in the finance industry.