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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
Brian Teta (CRD# 4311514) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 23 years of experience in the finance industry. Brian Teta 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.
Jeffrey Thatcher (CRD# 1951368) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 34 years of experience in the finance industry.
Michael Timofeeff (CRD# 5611528) is an Investment Advisor Representative working at Verity Asset Management in Elmira, NY and has over 14 years of experience in the finance industry.
Maxx Vanvorce (CRD# 6545155) is an Investment Advisor Representative working at Equitable Advisors, LLC in Endicott, NY and has over 8 years of experience in the finance industry.
Lynn Williams (CRD# 2015850) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Elmira, NY and has over 34 years of experience in the finance industry. Lynn Williams 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.
Gerri Harrison (CRD# 2822207) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 27 years of experience in the finance industry. Gerri Harrison 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.
Robert Kline (CRD# 2530586) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Endwell, NY and has over 29 years of experience in the finance industry. Robert Kline 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 Nolt (CRD# 5038487) is an Investment Advisor Representative working at Lpl Financial LLC in Town Of Horseheads, NY and has over 18 years of experience in the finance industry.
Matthew Adler (CRD# 1021953) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Endicott, NY and has over 39 years of experience in the finance industry.
David Allen (CRD# 2673575) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 26 years of experience in the finance industry.