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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
Brian Perdew (CRD# 6034819) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in East Syracuse, NY and has over 12 years of experience in the finance industry.
Cody Perkov (CRD# 6081490) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Syracuse, NY and has over 8 years of experience in the finance industry.
Michael Pfeuffer (CRD# 4673412) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 20 years of experience in the finance industry.
Stephen Polizzi (CRD# 1037994) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 37 years of experience in the finance industry.
Mark Popp (CRD# 6992290) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Syracuse, NY and has over 5 years of experience in the finance industry. Mark Popp 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.
Benjamin Quilty (CRD# 5391743) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 16 years of experience in the finance industry. Benjamin Quilty 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.
Heidi Rexford (CRD# 4525092) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 21 years of experience in the finance industry.
Stephen Rockhill (CRD# 3263837) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dewitt, NY and has over 24 years of experience in the finance industry.
Paul Rubacka (CRD# 1937162) is an Investment Advisor Representative working at Edelman Financial Engines in East Syracuse, NY and has over 34 years of experience in the finance industry. Paul Rubacka 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.
Matthew Savery (CRD# 5866367) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 11 years of experience in the finance industry. Matthew Savery 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.