-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kyle Strife (CRD# 5726215) is an Investment Advisor Representative working at Eagle Strategies LLC in New Hartford, NY and has over 13 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.
Richard Bramley (CRD# 1570566) is an Investment Advisor Representative working at Prudential Financial Planning Services in New Hartford, NY and has over 37 years of experience in the finance industry.
Rhianna Arcuri (CRD# 6282976) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 9 years of experience in the finance industry.
Allen Belmont (CRD# 5688534) is an Investment Advisor Representative working at Edward Jones in Yorkville, NY and has over 14 years of experience in the finance industry.
Stephen Caruso (CRD# 2729658) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 28 years of experience in the finance industry.
Alan Chandler (CRD# 1920283) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Sherrill, NY and has over 35 years of experience in the finance industry.
Kevin Conway (CRD# 6083918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 8 years of experience in the finance industry.
Robert Dicks (CRD# 1600508) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New York Mills, NY and has over 36 years of experience in the finance industry. Robert Dicks 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.