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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
Lucas Herrington (CRD# 5832795) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 12 years of experience in the finance industry.
Harriet Higgins (CRD# 2519330) is an Investment Advisor Representative working at Mayflower Capital in Cortland, NY and has over 29 years of experience in the finance industry.
Scott Hurlbut (CRD# 1631482) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 37 years of experience in the finance industry.
Mason Jones (CRD# 7415300) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Mason Jones 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.
Tyler Krowiak (CRD# 7194741) is an Investment Advisor Representative working at Edward Jones in Homer, NY and has over 4 years of experience in the finance industry.
Lynda Lander (CRD# 7894832) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Lynda Lander 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.
John Lavo (CRD# 1185209) is an Investment Advisor Representative working at Mml Investors Services, LLC in Endicott, NY and has over 40 years of experience in the finance industry.
Sian Matt (CRD# 7347452) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 2 years of experience in the finance industry.
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.
Jase Merrill (CRD# 7838448) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry.