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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
Alan Baldwin (CRD# 6544193) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 7 years of experience in the finance industry.
Donald Benson (CRD# 2997972) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oneonta, NY and has over 26 years of experience in the finance industry. Donald Benson 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.
Eric Birdsall (CRD# 5065620) is an Investment Advisor Representative working at Milestone Consultants, Inc. in Whitney Point, NY and has over 18 years of experience in the finance industry.
Kevin Cooper (CRD# 5807031) is an Investment Advisor Representative working at Edward Jones in Greene, NY and has over 13 years of experience in the finance industry.
Kevin Corkery (CRD# 2859027) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 26 years of experience in the finance industry.
Peter Derensis (CRD# 2485394) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Norwich, NY and has over 29 years of experience in the finance industry. Peter Derensis 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.
William Dolly (CRD# 2702063) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 27 years of experience in the finance industry.
Uri Doolittle (CRD# 1269069) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 38 years of experience in the finance industry. Uri Doolittle 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.
Mark Hills (CRD# 5087304) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 17 years of experience in the finance industry.
Amy Jones (CRD# 2962141) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 26 years of experience in the finance industry.