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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
Robert Just (CRD# 1834237) is an Investment Advisor Representative working at Main Street Wealth Management, LLC in Baldwinsville, NY and has over 35 years of experience in the finance industry. Robert Just 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.
Shaun Kimball (CRD# 2071369) is an Investment Advisor Representative working at Cuso Financial Services in Baldwinsville, NY and has over 33 years of experience in the finance industry.
Jon Law (CRD# 857727) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Liverpool, NY and has over 17 years of experience in the finance industry. Jon Law 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 Levitch (CRD# 5966107) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 14 years of experience in the finance industry.
Derek Loomis (CRD# 4275610) is an Investment Advisor Representative working at Edward Jones in Cicero, NY and has over 23 years of experience in the finance industry.
Kenneth Maag (CRD# 6435401) is an Investment Advisor Representative working at Edward Jones in Liverpool, NY and has over 9 years of experience in the finance industry.
Mark Mahshie (CRD# 1028856) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 38 years of experience in the finance industry.
David Mirabito (CRD# 1663377) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fulton, NY and has over 31 years of experience in the finance industry.
Matthew Monroe (CRD# 2532305) is an Investment Advisor Representative working at Lpl Financial LLC in Liverpool, NY and has over 29 years of experience in the finance industry.
Kyle Mumpton (CRD# 1585840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Liverpool, NY and has over 37 years of experience in the finance industry. Kyle Mumpton 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.