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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
Benjamin Herrick (CRD# 7124427) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 4 years of experience in the finance industry.
Amanda Herrick Smith (CRD# 5173259) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Amanda Herrick Smith 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.
Lucas Herrington (CRD# 5832795) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 12 years of experience in the finance industry.
Tristin Hotaling (CRD# 4460606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 22 years of experience in the finance industry.
Thomas Hurd (CRD# 6100172) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 11 years of experience in the finance industry.
Scott Hurlbut (CRD# 1631482) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 37 years of experience in the finance industry.
Mason Jones (CRD# 7415300) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Mason Jones 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.
Michael Kaiser (CRD# 5712156) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 9 years of experience in the finance industry.
Thomas Kellerman (CRD# 2605950) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Ithaca, NY and has over 28 years of experience in the finance industry.
Nikola Lalovic (CRD# 6513315) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has 1 year of experience in the finance industry.