-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Donna Burnett (CRD# 4768012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 20 years of experience in the finance industry.
Gabrielle Cafalone (CRD# 7631336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has 1 year of experience in the finance industry.
Cody Carnaya (CRD# 7274752) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 3 years of experience in the finance industry. Cody Carnaya 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 Clark (CRD# 4344180) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.
Trinity Critelli (CRD# 7142769) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has 1 year of experience in the finance industry.
Kyle Dempster (CRD# 7713475) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Kyle Dempster 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.
Aaron Evans (CRD# 6058023) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Aaron Evans 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.
Melissa Fernalld (CRD# 5465108) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Brant Ford (CRD# 5158631) is an Investment Advisor Representative working at Commonwealth Financial Network in Utica, NY and has over 17 years of experience in the finance industry. Brant Ford 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.
Mark Foresti (CRD# 4237813) is an Investment Advisor Representative working at Primerica Advisors in Utica, NY and has over 23 years of experience in the finance industry.