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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
John Clark (CRD# 4344180) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year 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.
Cathy Cristman (CRD# 5770223) is an Investment Advisor Representative working at Lifemark Securities Corp. in Little Falls, NY and has over 13 years of experience in the finance industry. Cathy Cristman 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.
Trinity Critelli (CRD# 7142769) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has 1 year of experience in the finance industry.
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.
Kyle Dempster (CRD# 7713475) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Kyle Dempster 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.
Ronald Drake (CRD# 4658183) is an Investment Advisor Representative working at Lifemark Securities Corp. in Clinton, NY and has over 20 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.
Robert Eckermann (CRD# 2419446) is an Investment Advisor Representative working at Lpl Financial LLC in Canastota, NY and has over 28 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.