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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
Zachary Brown (CRD# 7321869) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 3 years of experience in the finance industry.
Hannah Burchell (CRD# 7421308) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has 1 year of experience in the finance industry.
Matthew Campbell (CRD# 6039653) is an Investment Advisor Representative working at Prudential Financial Planning Services in Franklin, NY and has over 11 years of experience in the finance industry.
Bradley Canavan (CRD# 7259293) is an Investment Advisor Representative working at Avantax Advisory Services in Manlius, NY and has over 2 years of experience in the finance industry.
Robert Carey (CRD# 2890117) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 26 years of experience in the finance industry.
Helen Chambers (CRD# 1151652) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Manlius, NY and has over 30 years of experience in the finance industry.
Roger Clarkson (CRD# 2651511) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 28 years of experience in the finance industry. Roger Clarkson 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.
David Connelly (CRD# 4668544) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has over 14 years of experience in the finance industry.
Jon Davidson (CRD# 61590) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cazenovia, NY and has over 38 years of experience in the finance industry.
Stephen Donella (CRD# 2799423) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Manlius, NY and has over 27 years of experience in the finance industry.