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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
Michael Coomes (CRD# 2699173) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Liverpool, NY and has over 28 years of experience in the finance industry.
James Currier (CRD# 6494738) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 7 years of experience in the finance industry.
Michael Curtis (CRD# 1020850) is an Investment Advisor Representative working at Commonwealth Financial Network in Liverpool, NY and has over 22 years of experience in the finance industry. Michael Curtis 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.
Joseph Diamond (CRD# 6247409) is an Investment Advisor Representative working at Key Investment Services LLC in Liverpool, NY and has over 9 years of experience in the finance industry.
Michael Douglass (CRD# 4332391) is an Investment Advisor Representative working at Fsp Advisors, Inc. in Wolcott, NY and has over 23 years of experience in the finance industry.
Nicholas Dusckas (CRD# 1352666) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 39 years of experience in the finance industry.
David Epolito (CRD# 6083600) is an Investment Advisor Representative working at Key Investment Services LLC in Mexico, NY and has over 11 years of experience in the finance industry.
Ronald Ferguson (CRD# 2195647) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cicero, NY and has over 31 years of experience in the finance industry.
Anthony Fisher (CRD# 6186547) is an Investment Advisor Representative working at Primerica Advisors in Baldwinsville, NY and has over 2 years of experience in the finance industry.
Craig Fitzpatrick (CRD# 5627778) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Fulton, NY and has over 15 years of experience in the finance industry.