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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
Arthur Lustgarten (CRD# 4485024) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ithaca, NY and has over 22 years of experience in the finance industry.
Jered Maloney (CRD# 6654128) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 3 years of experience in the finance industry.
William Masucci (CRD# 1267408) is an Investment Advisor Representative working at Royale Asset Management LLC in Rochester, NY and has over 39 years of experience in the finance industry.
John McCarthy (CRD# 2050338) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clifton Springs, NY and has over 32 years of experience in the finance industry.
Marshall McCormick (CRD# 6218131) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 10 years of experience in the finance industry. Marshall McCormick 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.
Michael Morrissey (CRD# 7619815) is an Investment Advisor Representative working at Mcadam LLC in Auburn, NY and has 1 year of experience in the finance industry.
Domtilla Neri (CRD# 7815862) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Auburn, NY and has 1 year of experience in the finance industry.
Raymond O'bannion (CRD# 6144409) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ithaca, NY and has over 11 years of experience in the finance industry.
Angela Oneill (CRD# 2969167) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 26 years of experience in the finance industry. Angela Oneill 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.
Earl Phillips (CRD# 1775959) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, NY and has over 35 years of experience in the finance industry.