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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
Michele Freislich (CRD# 1024092) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Watertown, NY and has 1 year of experience in the finance industry.
Coltan Goodwine (CRD# 7135184) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 3 years of experience in the finance industry.
Pamela Halloran (CRD# 5988183) is an Investment Advisor Representative working at Avantax Advisory Services in Watertown, NY and has over 9 years of experience in the finance industry.
Maria Marcellus (CRD# 7126444) is an Investment Advisor Representative working at Equitable Advisors, LLC in Watertown, NY and has over 2 years of experience in the finance industry.
Daniel Miles (CRD# 4908207) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 18 years of experience in the finance industry.
Michael Nevills (CRD# 6936245) is an Investment Advisor Representative working at Lpl Financial LLC in Watertown, NY and has over 2 years of experience in the finance industry.
Colleen O'shaughnessy (CRD# 6040894) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Watertown, NY and has over 11 years of experience in the finance industry.
Andrew Parisian (CRD# 6741493) is an Investment Advisor Representative working at Morgan Stanley in Watertown, NY and has 1 year of experience in the finance industry. Andrew Parisian 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.
Arnold Pechler (CRD# 1055462) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 39 years of experience in the finance industry. Arnold Pechler 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.
Laurie Podvin (CRD# 7792661) is an Investment Advisor Representative working at Etfidea, LLC in Watertown, NY and has 1 year of experience in the finance industry.