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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
Melissa Fernalld (CRD# 5465108) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Alec Firsching (CRD# 6218777) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has 1 year of experience in the finance industry.
Brant Ford (CRD# 5158631) is an Investment Advisor Representative working at Commonwealth Financial Network in Utica, NY and has over 17 years of experience in the finance industry. Brant Ford 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.
Mark Foresti (CRD# 4237813) is an Investment Advisor Representative working at Primerica Advisors in Utica, NY and has over 23 years of experience in the finance industry.
Frank Forte (CRD# 1069935) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 37 years of experience in the finance industry.
Jonathan Fredericks (CRD# 4809711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dolgeville, NY and has over 19 years of experience in the finance industry.
Connor Gaffney (CRD# 7601325) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Jonathan Gahan (CRD# 7335454) is an Investment Advisor Representative working at Key Investment Services LLC in Utica, NY and has over 3 years of experience in the finance industry.
Jerry Gambell (CRD# 7290739) is an Investment Advisor Representative working at Primerica Advisors in Whitesboro, NY and has over 3 years of experience in the finance industry.
Jacob George (CRD# 7567551) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has 1 year of experience in the finance industry.