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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
Donald Benson (CRD# 2997972) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oneonta, NY and has over 26 years of experience in the finance industry. Donald Benson 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.
Kevin Corkery (CRD# 2859027) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 27 years of experience in the finance industry.
Peter Derensis (CRD# 2485394) is an Investment Advisor Representative working at Wells Fargo Advisors in Norwich, NY and has over 29 years of experience in the finance industry. Peter Derensis 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.
Gregory Lamonica (CRD# 5509402) is an Investment Advisor Representative working at Wells Fargo Advisors in Norwich, NY and has over 15 years of experience in the finance industry.
Sarah Manchester (CRD# 5694050) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 14 years of experience in the finance industry.
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
Brent Patry (CRD# 6382956) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 9 years of experience in the finance industry.
Marci Riddell (CRD# 6349573) is an Investment Advisor Representative working at Wells Fargo Advisors in Norwich, NY and has over 9 years of experience in the finance industry.
Dominic Shea (CRD# 4781281) is an Investment Advisor Representative working at Wells Fargo Advisors in Norwich, NY and has over 19 years of experience in the finance industry.
Peter Smith (CRD# 1020215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwich, NY and has over 44 years of experience in the finance industry.