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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
Lori Glennon (CRD# 1108918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 40 years of experience in the finance industry.
Clyde Goldberg (CRD# 223898) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 36 years of experience in the finance industry.
Darren Grahame (CRD# 5635359) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in East Syracuse, NY and has over 14 years of experience in the finance industry. Darren Grahame 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.
David Griffith (CRD# 3072664) is an Investment Advisor Representative working at Lifemark Securities Corp. in Utica, NY and has over 24 years of experience in the finance industry.
Peter Grifo (CRD# 1549193) is an Investment Advisor Representative working at Prudential Financial Planning Services in Dewitt, NY and has over 37 years of experience in the finance industry.
Andrew Groat (CRD# 2542579) is an Investment Advisor Representative working at Aldemar Research Corporation in Fayetteville, NY and has over 19 years of experience in the finance industry.
Joseph Gunther (CRD# 1822022) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, NY and has over 35 years of experience in the finance industry.
David Hamlin (CRD# 6390497) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 9 years of experience in the finance industry.
Jeffrey Hanretty (CRD# 2635220) is an Investment Advisor Representative working at Lifemark Securities Corp. in New Hartford, NY and has over 28 years of experience in the finance industry.
Joseph Hatfield (CRD# 4840220) is an Investment Advisor Representative working at Lpl Financial LLC in Oneida, NY and has over 19 years of experience in the finance industry.