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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
Ryan Schwedfeger (CRD# 5697286) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canandaigua, NY and has over 14 years of experience in the finance industry.
Charles Shaw (CRD# 6026263) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 11 years of experience in the finance industry.
Frederick Shibel (CRD# 1121121) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 30 years of experience in the finance industry.
Kevin Shreve (CRD# 1041652) is an Investment Advisor Representative working at Equitable Advisors, LLC in Ithaca, NY and has over 29 years of experience in the finance industry.
Stephen Smith (CRD# 2395102) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 30 years of experience in the finance industry.
Justin Stevens (CRD# 5544125) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has over 15 years of experience in the finance industry. Justin Stevens 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.
Matthew Stoutenburg (CRD# 6198702) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 10 years of experience in the finance industry.
Michael Strong (CRD# 6634001) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 7 years of experience in the finance industry.
Erin Thaete (CRD# 6946907) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 5 years of experience in the finance industry.
Ryan Thauvette (CRD# 5085717) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 17 years of experience in the finance industry.