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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
Edward Adams (CRD# 1307441) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Thompson, PA and has over 18 years of experience in the finance industry.
Harold Sasnowitz (CRD# 5313969) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Binghamton, NY and has over 11 years of experience in the finance industry. Harold Sasnowitz 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.
Dirk Olds (CRD# 2324104) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Binghamton, NY and has over 24 years of experience in the finance industry.
Kathleen Bartlow (CRD# 1206217) is an Investment Advisor Representative working at Columbia Ridge Capital Management in Johnson City, NY and has over 33 years of experience in the finance industry. Kathleen Bartlow 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.
Van Booth (CRD# 26011) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Factoryville, PA and has over 34 years of experience in the finance industry. Van Booth 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.
Robert Brown (CRD# 3030735) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 20 years of experience in the finance industry. Robert Brown 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.
Anthony Capristo (CRD# 5425360) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honesdale, PA and has over 10 years of experience in the finance industry. Anthony Capristo 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.
Richard Doeringer (CRD# 1413498) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Factoryville, PA and has over 32 years of experience in the finance industry.
Gerri Harrison (CRD# 2822207) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Johnson City, NY and has over 21 years of experience in the finance industry. Gerri Harrison 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.
Richard Leet (CRD# 1416264) is an Investment Advisor Representative working at Nationwide Securities, LLC in Lakewood, PA and has over 32 years of experience in the finance industry. Richard Leet 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.