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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
David Epolito (CRD# 6083600) is an Investment Advisor Representative working at Key Investment Services LLC in Mexico, NY and has over 11 years of experience in the finance industry.
Christopher Assimon (CRD# 6846958) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 6 years of experience in the finance industry.
Sean Becker (CRD# 5234679) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Baldwinsville, NY and has over 17 years of experience in the finance industry.
Peter Bertone (CRD# 2272479) is an Investment Advisor Representative working at Edward Jones in Baldwinsville, NY and has over 28 years of experience in the finance industry.
Thomas Bezigian (CRD# 4665510) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Cicero, NY and has over 20 years of experience in the finance industry.
Gregory Boshart (CRD# 2250813) is an Investment Advisor Representative working at Lpl Financial LLC in Bridgeport, NY and has over 31 years of experience in the finance industry.
Joseph Butler (CRD# 2089960) is an Investment Advisor Representative working at Lpl Financial LLC in Adams, NY and has over 33 years of experience in the finance industry.
Richard Carlesco (CRD# 2135988) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 33 years of experience in the finance industry.
David Chalifoux (CRD# 5110213) is an Investment Advisor Representative working at Edward Jones in North Syracuse, NY and has over 17 years of experience in the finance industry. David Chalifoux 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.
Kathryn Connell (CRD# 5758279) is an Investment Advisor Representative working at Edward Jones in Pulaski, NY and has over 9 years of experience in the finance industry.