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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
James Gregg (CRD# 3099209) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 25 years of experience in the finance industry.
David Powers (CRD# 6648972) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 5 years of experience in the finance industry.
Randall Powers (CRD# 1710653) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 36 years of experience in the finance industry.
John Sammut (CRD# 2634085) is an Investment Advisor Representative working at Commonwealth Financial Network in Skaneateles, NY and has over 28 years of experience in the finance industry.
Frederick Shibel (CRD# 1121121) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 30 years of experience in the finance industry.
Dwight Winkelman (CRD# 2238566) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Skaneateles, NY and has over 31 years of experience in the finance industry. Dwight Winkelman 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.
Daniel Wright (CRD# 5009971) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 16 years of experience in the finance industry.
Daniel Bennett (CRD# 5712472) is an Investment Advisor Representative working at Lake Water Advisory, LLC in Skaneateles, NY and has over 13 years of experience in the finance industry. Daniel Bennett 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.
William Brabant (CRD# 4524239) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 14 years of experience in the finance industry.
Patrick Buckley (CRD# 7134397) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 4 years of experience in the finance industry.