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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
Daniel Bennett (CRD# 5712472) is an Investment Advisor Representative working at Lake Water Advisory, LLC in Skaneateles, NY and has over 13 years of experience in the finance industry. Daniel Bennett 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.
Ryan Bierley (CRD# 5533189) is an Investment Advisor Representative working at Fsp Advisors, Inc. in Rochester, NY and has over 15 years of experience in the finance industry.
Bruce Bowman (CRD# 1054222) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newark, NY and has over 36 years of experience in the finance industry.
Ryan Brophy (CRD# 7062082) is an Investment Advisor Representative working at Lpl Financial LLC in Wolcott, NY and has over 2 years of experience in the finance industry.
Patrick Buckley (CRD# 7134397) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 4 years of experience in the finance industry.
Jacob Carrier (CRD# 7115214) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 4 years of experience in the finance industry.
Randy Corl (CRD# 6761991) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 6 years of experience in the finance industry.
Mackenzie Crawford (CRD# 6883193) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 5 years of experience in the finance industry.
Daniel Cuddy (CRD# 2286154) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, NY and has over 31 years of experience in the finance industry. Daniel Cuddy 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.
Michael Curtis (CRD# 4448165) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rochester, NY and has over 22 years of experience in the finance industry.