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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
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.
Michael Massoud (CRD# 2880093) is an Investment Advisor Representative working at Lpl Financial LLC in New Hartford, NY and has over 26 years of experience in the finance industry.
William Matteson (CRD# 4452985) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 20 years of experience in the finance industry.
Martin Moshier (CRD# 4342998) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 22 years of experience in the finance industry.
Daniel Poupore (CRD# 1072579) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 36 years of experience in the finance industry.
Leslie Shepardson (CRD# 6572336) is an Investment Advisor Representative working at Prudential Financial Planning Services in New Hartford, NY and has over 8 years of experience in the finance industry.
Mary Anne Treen (CRD# 6485963) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 7 years of experience in the finance industry.
Timothy Welchons (CRD# 5473106) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 15 years of experience in the finance industry.