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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
Michael Socha (CRD# 5402692) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 13 years of experience in the finance industry.
Nina Socha (CRD# 5350145) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 15 years of experience in the finance industry. Nina Socha 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.
Courtney Steckiel (CRD# 5752870) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rome, PA and has over 13 years of experience in the finance industry. Courtney Steckiel 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.
Gregory Stewart (CRD# 1582913) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Elmira, NY and has over 37 years of experience in the finance industry. Gregory Stewart 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.
Laura Sumner (CRD# 6161434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 10 years of experience in the finance industry.
Louis Tabone (CRD# 4773165) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 20 years of experience in the finance industry.
Michael Timofeeff (CRD# 5611528) is an Investment Advisor Representative working at Verity Asset Management in Elmira, NY and has over 14 years of experience in the finance industry.
Tari Trowbridge (CRD# 2271403) is an Investment Advisor Representative working at Commonwealth Financial Network in Towanda, PA and has over 31 years of experience in the finance industry. Tari Trowbridge 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 Ullman (CRD# 863300) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 35 years of experience in the finance industry.
Michelle Vang (CRD# 6827201) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry. Michelle Vang 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.