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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
Mark Meier (CRD# 6774118) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 6 years of experience in the finance industry.
Kelly Michalek (CRD# 5852089) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 13 years of experience in the finance industry.
Keenan Miller (CRD# 6193724) is an Investment Advisor Representative working at Equitable Advisors, LLC in Endicott, NY and has over 10 years of experience in the finance industry.
Christopher Milner (CRD# 4671450) is an Investment Advisor Representative working at Advice And Planning Services in Ithaca, NY and has over 10 years of experience in the finance industry.
Xavier Mustico (CRD# 6705118) is an Investment Advisor Representative working at The Mustico Financial Group, Inc. in Elmira, NY and has over 3 years of experience in the finance industry. Xavier Mustico 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.
Jonathon Myers (CRD# 2271071) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 31 years of experience in the finance industry.
James Nielsen (CRD# 5426184) is an Investment Advisor Representative working at Cuso Financial Services in Elmira Heights, NY and has over 15 years of experience in the finance industry.
Molly O'neill (CRD# 6851608) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 6 years of experience in the finance industry. Molly O'neill 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.
Shane O'neill (CRD# 6779712) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 9 years of experience in the finance industry. Shane O'neill 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.
Celine Oh (CRD# 4664470) is an Investment Advisor Representative working at Edward Jones in Ithaca, NY and has over 20 years of experience in the finance industry.