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Distance Only New Hartford, NY
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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
Adam Ayouch (CRD# 6505675) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Hartford, NY and has over 8 years of experience in the finance industry.
Joseph Bialoglaw (CRD# 2578284) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hartford, NY and has over 28 years of experience in the finance industry.
Chad Carstensen (CRD# 5884674) is an Investment Advisor Representative working at Ballast Capital Advisors, LLC in New Hartford, NY and has over 12 years of experience in the finance industry.
Jason Champion (CRD# 3093315) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 25 years of experience in the finance industry.
Jon Earl (CRD# 4923777) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 18 years of experience in the finance industry.
Theresa Flemma (CRD# 1315768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 39 years of experience in the finance industry. Theresa Flemma 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.
Scott George (CRD# 2638248) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 28 years of experience in the finance industry. Scott George 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.
Jeffrey Hanretty (CRD# 2635220) is an Investment Advisor Representative working at Lifemark Securities Corp. in New Hartford, NY and has over 28 years of experience in the finance industry.
Bradley Kowalczyk (CRD# 3121573) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 25 years of experience in the finance industry.
Christopher Lai (CRD# 5915028) 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.