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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
Stephen Smith (CRD# 2395102) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 30 years of experience in the finance industry.
Justin Stevens (CRD# 5544125) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has over 15 years of experience in the finance industry. Justin Stevens 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.
Matthew Stoutenburg (CRD# 6198702) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 10 years of experience in the finance industry.
Michael Strong (CRD# 6634001) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 7 years of experience in the finance industry.
Paul Sypher (CRD# 1858491) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cortland, NY and has over 35 years of experience in the finance industry. Paul Sypher 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.
Erin Thaete (CRD# 6946907) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 5 years of experience in the finance industry.
Ryan Thauvette (CRD# 5085717) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 17 years of experience in the finance industry.
Ziad Wehbe (CRD# 5773742) is an Investment Advisor Representative working at Balfour Capital Management in Rochester, NY and has over 13 years of experience in the finance industry.
Dwight Winkelman (CRD# 2238566) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Skaneateles, NY and has over 31 years of experience in the finance industry. Dwight Winkelman 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.
Daniel Wright (CRD# 5009971) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 16 years of experience in the finance industry.