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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
Judith Vicks-Sweet (CRD# 4344173) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Douglas Walters (CRD# 5186158) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 17 years of experience in the finance industry.
Kim White (CRD# 5806944) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 10 years of experience in the finance industry.
Greg Wisniewski (CRD# 7545422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has 1 year of experience in the finance industry.
Adam Ayouch (CRD# 6505675) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Hartford, NY and has over 8 years of experience in the finance industry.
Allen Belmont (CRD# 5688534) is an Investment Advisor Representative working at Edward Jones in Yorkville, NY and has over 14 years of experience in the finance industry.
Joseph Bialoglaw (CRD# 2578284) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hartford, NY and has over 28 years of experience in the finance industry.
Chad Carstensen (CRD# 5884674) is an Investment Advisor Representative working at Ballast Capital Advisors, LLC in New Hartford, NY and has over 13 years of experience in the finance industry.
Jason Champion (CRD# 3093315) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 25 years of experience in the finance industry.
Alan Chandler (CRD# 1920283) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Sherrill, NY and has over 35 years of experience in the finance industry.