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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
Katrina Welker (CRD# 5002125) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 18 years of experience in the finance industry. Katrina Welker 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.
Lynn Williams (CRD# 2015850) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Elmira, NY and has over 34 years of experience in the finance industry. Lynn Williams 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 Zerbee (CRD# 2171775) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Towanda, PA and has over 32 years of experience in the finance industry.
Kelley Zimmerman (CRD# 4891740) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has over 4 years of experience in the finance industry.
John Nolt (CRD# 5038487) is an Investment Advisor Representative working at Lpl Financial LLC in Town Of Horseheads, NY and has over 18 years of experience in the finance industry.
William Beers (CRD# 2575239) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has over 29 years of experience in the finance industry.
Adam Bennett (CRD# 6213433) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Athens, PA and has over 10 years of experience in the finance industry.
Robert Bradley (CRD# 2153693) is an Investment Advisor Representative working at Lpl Financial LLC in Towanda, PA and has over 32 years of experience in the finance industry. Robert Bradley 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.
Garrett Bunch (CRD# 7038755) is an Investment Advisor Representative working at Alsworth Capital Management, LLC in Corning, NY and has over 3 years of experience in the finance industry.
Nathan Burns (CRD# 6920796) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has 1 year of experience in the finance industry.