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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
Daniel Cuddy (CRD# 2286154) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, NY and has over 31 years of experience in the finance industry. Daniel Cuddy 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.
Michael Curtis (CRD# 4448165) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rochester, NY and has over 22 years of experience in the finance industry.
Gillian Dimora (CRD# 5676133) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 12 years of experience in the finance industry.
Thomas Donahue (CRD# 2853353) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Marietta, NY and has over 27 years of experience in the finance industry.
Anthony Estrada (CRD# 6408090) is an Investment Advisor Representative working at Edelman Financial Engines in Ithaca, NY and has over 8 years of experience in the finance industry. Anthony Estrada 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.
Thomas Evans (CRD# 7608476) is an Investment Advisor Representative working at Evans Capital Partners LLC in Trumansburg, NY and has 1 year of experience in the finance industry.
Jeremy Fredenburg (CRD# 2894976) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seneca Falls, NY and has over 26 years of experience in the finance industry.
Richard Fredenburg (CRD# 2329970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seneca Falls, NY and has over 31 years of experience in the finance industry.
Joseph Gontarz (CRD# 4313322) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 23 years of experience in the finance industry.
Rupesh Goyal (CRD# 7657723) is an Investment Advisor Representative working at Alphanso in Rochester, NY and has over 2 years of experience in the finance industry.