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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 Esford (CRD# 6455605) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 4 years of experience in the finance industry. Daniel Esford 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...
Roger Hare (CRD# 703817) is an Investment Advisor Representative working at Lpl Financial LLC in Marcellus, NY and has over 32 years of experience in the finance industry.
Richard Reagan (CRD# 2391015) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 30 years of experience in the finance industry. Richard Reagan 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.
Matthew Abold (CRD# 5591004) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 15 years of experience in the finance industry.
Kahlil Adames (CRD# 4349306) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 21 years of experience in the finance industry.
Frank Albanese (CRD# 1200413) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Syracuse, NY and has over 40 years of experience in the finance industry.
Gary Allen (CRD# 828730) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Syracuse, NY and has over 43 years of experience in the finance industry.
Gary Anastasio (CRD# 3238878) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.