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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
Matthew Campbell (CRD# 6039653) is an Investment Advisor Representative working at Prudential Financial Planning Services in Franklin, NY and has over 11 years of experience in the finance industry.
Robert Carey (CRD# 2890117) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 26 years of experience in the finance industry.
Roger Clarkson (CRD# 2651511) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 28 years of experience in the finance industry. Roger Clarkson 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 Curtis (CRD# 5293335) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Cooperstown, NY and has over 16 years of experience in the finance industry.
Alexandra Erath (CRD# 6103186) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwich, NY and has over 11 years of experience in the finance industry.
Bruce Erath (CRD# 1836836) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwich, NY and has over 35 years of experience in the finance industry.
Erinn Flanagan (CRD# 2279316) is an Investment Advisor Representative working at Flanagan Financial Management in Norwich, NY and has over 29 years of experience in the finance industry.
Timothy Guinn (CRD# 7028164) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwich, NY and has over 5 years of experience in the finance industry.
Kathleen Keable (CRD# 2553798) is an Investment Advisor Representative working at Lpl Financial LLC in Margaretville, NY and has over 25 years of experience in the finance industry.
Rose Smith (CRD# 3015214) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, NY and has over 23 years of experience in the finance industry.