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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
Frank Kramer (CRD# 1425311) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Johnson City, NY and has over 38 years of experience in the finance industry.
Matthew Lewis (CRD# 7501123) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has 1 year of experience in the finance industry.
Patrick Madison (CRD# 2049438) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Binghamton, NY and has over 30 years of experience in the finance industry.
Amy Michaels (CRD# 6382060) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 8 years of experience in the finance industry. Amy Michaels 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.
John Paulin (CRD# 4005337) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johnson City, NY and has over 23 years of experience in the finance industry.
Renee Reksc (CRD# 2648523) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Binghamton, NY and has over 28 years of experience in the finance industry.
Benjamin Robinson (CRD# 7288418) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 3 years of experience in the finance industry.
Andrew Sheard (CRD# 6963470) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Milanville, PA and has over 4 years of experience in the finance industry. Andrew Sheard 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.
Amy Smith (CRD# 4248177) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Johnson City, NY and has over 22 years of experience in the finance industry.
Aaron Soden (CRD# 6633797) is an Investment Advisor Representative working at Vicus Capital, Inc. in Lakewood, PA and has over 8 years of experience in the finance industry.