-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Laurence Claudia (CRD# 4315887) is an Investment Advisor Representative working at Commonwealth Financial Network in Cortland, NY and has over 23 years of experience in the finance industry.
John Coulombe (CRD# 5731405) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 8 years of experience in the finance industry.
Russell Dizer (CRD# 4470559) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 22 years of experience in the finance industry.
Justin Faulkner (CRD# 6212072) is an Investment Advisor Representative working at Lpl Financial LLC in Elmira, NY and has over 10 years of experience in the finance industry.
Joseph Ferri (CRD# 3241310) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owego, NY and has over 24 years of experience in the finance industry. Joseph Ferri 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 Goldman (CRD# 2733981) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 27 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.
Bret Hartman (CRD# 4502046) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cortland, NY and has over 14 years of experience in the finance industry.
Colton Herrington (CRD# 6244797) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 9 years of experience in the finance industry.
Caitlin Kuhnen (CRD# 6889537) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 5 years of experience in the finance industry. Caitlin Kuhnen 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.