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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
Jeffrey Dunseath (CRD# 5882033) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Manlius, NY and has over 13 years of experience in the finance industry.
Alexandra Erath (CRD# 6103186) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwich, NY and has over 11 years of experience in the finance industry.
Bruce Erath (CRD# 1836836) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwich, NY and has over 35 years of experience in the finance industry.
Erinn Flanagan (CRD# 2279316) is an Investment Advisor Representative working at Flanagan Financial Management in Norwich, NY and has over 29 years of experience in the finance industry.
Timothy Guinn (CRD# 7028164) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwich, NY and has over 5 years of experience in the finance industry.
Owen Kennedy (CRD# 3215413) is an Investment Advisor Representative working at Bfc Planning, Inc. in Oneonta, NY and has over 24 years of experience in the finance industry.
Tarky Lombardi (CRD# 7858473) is an Investment Advisor Representative working at Key Investment Services LLC in Manlius, NY and has 1 year of experience in the finance industry.
Zachary Luhr (CRD# 6954246) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manlius, NY and has over 5 years of experience in the finance industry.
Neal Miller (CRD# 823284) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Oneonta, NY and has over 35 years of experience in the finance industry.
Andrew Nardella (CRD# 1799354) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has over 36 years of experience in the finance industry.