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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
Laurie Schoen (CRD# 2105347) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Matthew Sheridan (CRD# 6301905) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 8 years of experience in the finance industry.
Michele Sheridan (CRD# 2358792) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 29 years of experience in the finance industry. Michele Sheridan 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.
John Smith (CRD# 6655797) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Hartford, NY and has over 6 years of experience in the finance industry.
Tanner Stewart (CRD# 5692565) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Hartford, NY and has over 13 years of experience in the finance industry.
Joseph Summa (CRD# 5879724) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 12 years of experience in the finance industry.
Ruth Taber (CRD# 7088947) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clinton, NY and has 1 year of experience in the finance industry.
Honorine Wallack (CRD# 1457620) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 35 years of experience in the finance industry. Honorine Wallack 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.
Robert Watkins (CRD# 2207716) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Jennifer Wicks (CRD# 6798749) is an Investment Advisor Representative working at Savicki Capital, LLC in New Hartford, NY and has over 7 years of experience in the finance industry.