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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
Patrick Buckley (CRD# 7134397) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 4 years of experience in the finance industry.
Jacob Carrier (CRD# 7115214) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 4 years of experience in the finance industry.
Samuel Conway (CRD# 7184905) is an Investment Advisor Representative working at S Conway Consulting, LLC in Ithaca, NY and has over 4 years of experience in the finance industry. Samuel Conway 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.
Randy Corl (CRD# 6761991) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 6 years of experience in the finance industry.
Mackenzie Crawford (CRD# 6883193) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 5 years of experience in the finance industry.
Daniel Cuddy (CRD# 2286154) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, NY and has over 31 years of experience in the finance industry. Daniel Cuddy 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 Curtis (CRD# 4448165) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rochester, NY and has over 22 years of experience in the finance industry.
Ashley D'agostino (CRD# 5665056) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 14 years of experience in the finance industry.
Gillian Dimora (CRD# 5676133) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 12 years of experience in the finance industry.
Anthony Estrada (CRD# 6408090) is an Investment Advisor Representative working at Edelman Financial Engines in Ithaca, NY and has over 8 years of experience in the finance industry. Anthony Estrada 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.