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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
Marcia Ford (CRD# 1095869) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, NY and has over 37 years of experience in the finance industry.
Kevin Garden (CRD# 6041166) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 11 years of experience in the finance industry. Kevin Garden 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.
Julia Gorman (CRD# 2210777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 32 years of experience in the finance industry.
James Gregg (CRD# 3099209) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 25 years of experience in the finance industry.
Rordan Hart (CRD# 5436871) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 16 years of experience in the finance industry.
Daniel Harter (CRD# 6776061) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ithaca, NY and has over 6 years of experience in the finance industry.
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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.
Colton Herrington (CRD# 6244797) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 8 years of experience in the finance industry.
Marco Hickey (CRD# 5598994) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 13 years of experience in the finance industry.