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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
Scott Curtis (CRD# 5293335) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Cooperstown, NY and has over 16 years of experience in the finance industry.
Jonathan Fredericks (CRD# 4809711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dolgeville, NY and has over 19 years of experience in the finance industry.
Elliott Friedman (CRD# 714411) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has 1 year of experience in the finance industry.
Paul Gemmiti (CRD# 1963871) is an Investment Advisor Representative working at Portfolio Allocators LLC in Delanson, NY and has over 34 years of experience in the finance industry. Paul Gemmiti 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.
Linda Kessler (CRD# 1976805) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mayfield, NY and has over 34 years of experience in the finance industry.
Paul Kruger (CRD# 2181160) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Amsterdam, NY and has over 32 years of experience in the finance industry.
Ronald Labella (CRD# 2540357) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 29 years of experience in the finance industry.
Leo McAllister (CRD# 324440) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cobleskill, NY and has over 43 years of experience in the finance industry.
Sean McAllister (CRD# 5421395) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cobleskill, NY and has over 16 years of experience in the finance industry.
Gerard Murray (CRD# 1074312) is an Investment Advisor Representative working at Patriot Asset Management, Inc. in Tribes Hill, NY and has over 17 years of experience in the finance industry.