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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
Daniel Orcutt (CRD# 1837854) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Whitesboro, NY and has over 35 years of experience in the finance industry.
Curtis Pearsall (CRD# 7563274) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 2 years of experience in the finance industry.
Daniel Poupore (CRD# 1072579) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 36 years of experience in the finance industry.
Laura Powers (CRD# 5358051) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Richard Presky (CRD# 1394759) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rome, NY and has over 38 years of experience in the finance industry.
William Read (CRD# 2021410) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 33 years of experience in the finance industry.
Nicholas Ricci (CRD# 2957318) is an Investment Advisor Representative working at Principal Securities, Inc. in Utica, NY and has over 26 years of experience in the finance industry.
James Rishel (CRD# 2164656) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 32 years of experience in the finance industry.
Jay Scienza (CRD# 5240211) is an Investment Advisor Representative working at Lpl Financial LLC in Herkimer, NY and has over 16 years of experience in the finance industry.
Michelle Shauger (CRD# 4536036) is an Investment Advisor Representative working at Primerica Advisors in Rome, NY and has over 21 years of experience in the finance industry.