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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 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.
Daniel Parkin (CRD# 1415780) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 38 years of experience in the finance industry.
Joshua Quilty-Koval (CRD# 6011649) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 3 years of experience in the finance industry.
Robert Richardson (CRD# 5140834) is an Investment Advisor Representative working at Edward Jones in Manlius, NY and has over 17 years of experience in the finance industry.
Christopher Rollo (CRD# 7054015) is an Investment Advisor Representative working at Morgan Stanley in Oneonta, NY and has over 2 years of experience in the finance industry.
Michael Schaefer (CRD# 4296527) is an Investment Advisor Representative working at Principal Asset Management in Manlius, NY and has over 23 years of experience in the finance industry.
Tyler Sherven (CRD# 7226568) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has over 2 years of experience in the finance industry.
Charles Sovik (CRD# 1983381) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 34 years of experience in the finance industry.