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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
Michael Morrissey (CRD# 7619815) is an Investment Advisor Representative working at Mcadam LLC in Auburn, NY and has 1 year of experience in the finance industry.
Domtilla Neri (CRD# 7815862) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Auburn, NY and has 1 year of experience in the finance industry.
James Nunciato (CRD# 713990) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cortland, NY and has over 41 years of experience in the finance industry.
Raymond O'bannion (CRD# 6144409) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ithaca, NY and has over 11 years of experience in the finance industry.
Angela Oneill (CRD# 2969167) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 26 years of experience in the finance industry. Angela Oneill 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.
Earl Phillips (CRD# 1775959) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, NY and has over 35 years of experience in the finance industry.
Ryan Pine (CRD# 4848779) is an Investment Advisor Representative working at Genesee Capital Advisors, LLC in Auburn, NY and has over 18 years of experience in the finance industry.
Susan Priem (CRD# 1449418) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 36 years of experience in the finance industry. Susan Priem 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.
David Quick (CRD# 3095258) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 25 years of experience in the finance industry. David Quick 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.
Roger Ramsay (CRD# 854712) is an Investment Advisor Representative working at Sar Services, Inc. in Rochester, NY and has over 31 years of experience in the finance industry.