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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
George Gerner (CRD# 6125604) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Johnson City, NY and has over 11 years of experience in the finance industry.
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.
Derek Gowan (CRD# 5763562) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has over 11 years of experience in the finance industry.
William Hampton (CRD# 1823025) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 19 years of experience in the finance industry.
Nicole Hanna (CRD# 6349850) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 9 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.
Robert Hartung (CRD# 1295142) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 39 years of experience in the finance industry.
Kevin Kirchheimer (CRD# 5583348) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 14 years of experience in the finance industry.
Kevin Klingbeil (CRD# 5465300) is an Investment Advisor Representative working at Lpl Financial LLC in Binghamton, NY and has over 16 years of experience in the finance industry.
Caitlin Kuhnen (CRD# 6889537) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 5 years of experience in the finance industry. Caitlin Kuhnen 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.