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Distance Only Malta, NY
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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
Lloyd Church (CRD# 2835393) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Malta, NY and has over 27 years of experience in the finance industry.
Michael Frontera (CRD# 4722536) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Malta, NY and has over 20 years of experience in the finance industry. Michael Frontera 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 Holbrook (CRD# 4549541) is an Investment Advisor Representative working at Bob Holbrook Holdings LLC in Malta, NY and has over 21 years of experience in the finance industry.
David Kopyc (CRD# 1065369) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 39 years of experience in the finance industry.
Jonathan Laparl (CRD# 5324418) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Malta, NY and has over 16 years of experience in the finance industry. Jonathan Laparl 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.
Joseph Lindner (CRD# 4646657) is an Investment Advisor Representative working at Lpl Financial LLC in Malta, NY and has over 19 years of experience in the finance industry. Joseph Lindner 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.
Victoria Michalski (CRD# 2055970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 27 years of experience in the finance industry.
Darryl Teal (CRD# 2877746) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 25 years of experience in the finance industry. Darryl Teal 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.
Jon Connell (CRD# 7238999) is an Investment Advisor Representative working at Edward Jones in Malta, NY and has over 3 years of experience in the finance industry.
Rebecca Ditata (CRD# 6769249) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 4 years of experience in the finance industry.