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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
Neil Campbell (CRD# 3189116) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Hartford, NY and has over 25 years of experience in the finance industry.
Dennis Coughlin (CRD# 2723938) is an Investment Advisor Representative working at Commonwealth Financial Network in New Hartford, NY and has over 27 years of experience in the finance industry. Dennis Coughlin 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 Daviau (CRD# 2323499) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 30 years of experience in the finance industry.
Dalton Eastup (CRD# 7493163) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 2 years of experience in the finance industry.
Neil Edmonds (CRD# 4863332) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 9 years of experience in the finance industry.
Frank Forte (CRD# 1069935) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 37 years of experience in the finance industry.
Christopher Giambrone (CRD# 2812536) is an Investment Advisor Representative working at Commonwealth Financial Network in New Hartford, NY and has over 27 years of experience in the finance industry. Christopher Giambrone 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 Hodge (CRD# 833556) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 24 years of experience in the finance industry.
Nancy Kowalczyk (CRD# 5358209) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.
Donna Kratzenberg (CRD# 1873641) is an Investment Advisor Representative working at Prudential Financial Planning Services in New Hartford, NY and has over 29 years of experience in the finance industry.