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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
John Donohue (CRD# 1001864) is an Investment Advisor Representative working at Commonwealth Financial Network in East Syracuse, NY and has over 38 years of experience in the finance industry. John Donohue 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.
Uri Doolittle (CRD# 1269069) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 38 years of experience in the finance industry. Uri Doolittle 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.
Scott Duggleby (CRD# 2629908) is an Investment Advisor Representative working at Lpl Financial LLC in Oneida, NY and has over 28 years of experience in the finance industry.
Brendan Dunuwila (CRD# 5409164) is an Investment Advisor Representative working at Commonwealth Financial Network in Fayetteville, NY and has over 14 years of experience in the finance industry. Brendan Dunuwila 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.
Jon Earl (CRD# 4923777) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 19 years of experience in the finance industry.
Andrew Ewanyk (CRD# 3244140) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 16 years of experience in the finance industry.
Theresa Flemma (CRD# 1315768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 39 years of experience in the finance industry. Theresa Flemma 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.
Peter Franz (CRD# 5271612) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 17 years of experience in the finance industry.
Julie Garcia (CRD# 5500913) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Syracuse, NY and has over 13 years of experience in the finance industry.
Scott George (CRD# 2638248) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 28 years of experience in the finance industry. Scott George 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.