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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
Marco Hickey (CRD# 5598994) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corning, NY and has over 13 years of experience in the finance industry.
Amy Irvine (CRD# 4868740) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 19 years of experience in the finance industry. Amy Irvine 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.
David Jackson (CRD# 2439885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, PA and has over 29 years of experience in the finance industry.
James Kaffenbarger (CRD# 4254971) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. James Kaffenbarger 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.
Jonathan Kravitz (CRD# 2449121) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Elmira, NY and has over 30 years of experience in the finance industry.
Matthew Landis (CRD# 4306783) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, PA and has over 23 years of experience in the finance industry.
Nicholas Lapuma (CRD# 5320455) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 12 years of experience in the finance industry.
Aaron Manchester (CRD# 4717782) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 19 years of experience in the finance industry.
Steven Matteson (CRD# 2628492) is an Investment Advisor Representative working at Twin Tiers Consulting, LLC in Corning, NY and has over 28 years of experience in the finance industry.
Jolie McCarthy (CRD# 6171720) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry. Jolie McCarthy 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.