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Distance Only Manlius, 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
Uri Doolittle (CRD# 1269069) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 38 years of experience in the finance industry. Uri Doolittle 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 Hills (CRD# 5087304) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 17 years of experience in the finance industry.
Katelyn Kriesel (CRD# 5883421) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Manlius, NY and has over 11 years of experience in the finance industry.
Michael Sidello (CRD# 1746215) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 36 years of experience in the finance industry.
Mary Swan (CRD# 6610800) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Manlius, NY and has over 8 years of experience in the finance industry.
Michael Zoli (CRD# 4631831) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 20 years of experience in the finance industry. Michael Zoli 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.
Mauro Bottoni (CRD# 6495263) is an Investment Advisor Representative working at Avantax Advisory Services in Manlius, NY and has over 8 years of experience in the finance industry.
Bradley Canavan (CRD# 7259293) is an Investment Advisor Representative working at Avantax Advisory Services in Manlius, NY and has over 2 years of experience in the finance industry.
Helen Chambers (CRD# 1151652) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Manlius, NY and has over 29 years of experience in the finance industry.
Stephen Donella (CRD# 2799423) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Manlius, NY and has over 27 years of experience in the finance industry.