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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
Michael Ward (CRD# 5050123) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 16 years of experience in the finance industry.
Peter Ward (CRD# 5104412) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Cazenovia, NY and has over 18 years of experience in the finance industry.
William Ward (CRD# 6296262) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 10 years of experience in the finance industry.
Laurel Watkins (CRD# 3065752) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 24 years of experience in the finance industry.
Robert Watkins (CRD# 2207716) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Devin White (CRD# 6402213) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Syracuse, NY and has over 9 years of experience in the finance industry. Devin White 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.
Jennifer Wicks (CRD# 6798749) is an Investment Advisor Representative working at Savicki Capital, LLC in New Hartford, NY and has over 7 years of experience in the finance industry.
Robert Will (CRD# 3051261) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Syracuse, NY and has over 25 years of experience in the finance industry.
Janice Williams (CRD# 1901772) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 35 years of experience in the finance industry.
Douglas Woolbert (CRD# 2789885) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cazenovia, NY and has over 27 years of experience in the finance industry.