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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
Jay Ringenbach (CRD# 7464035) is an Investment Advisor Representative working at First Command Advisory Services in Watertown, NY and has 1 year of experience in the finance industry.
Sean Ryan (CRD# 5574397) is an Investment Advisor Representative working at Lpl Financial LLC in Watertown, NY and has over 8 years of experience in the finance industry.
Joseph Scro (CRD# 7056616) is an Investment Advisor Representative working at Equitable Advisors, LLC in Watertown, NY and has over 3 years of experience in the finance industry.
Carolyn Weldon (CRD# 5603372) is an Investment Advisor Representative working at Weldon And Weldon Financial Coaching in Watertown, NY and has over 4 years of experience in the finance industry.
Jonathan Bartholomew (CRD# 4586194) is an Investment Advisor Representative working at Rock Ridge Wealth LLC in Sackets Harbor, NY and has over 21 years of experience in the finance industry.
Joseph Butler (CRD# 2089960) is an Investment Advisor Representative working at Lpl Financial LLC in Adams, NY and has over 33 years of experience in the finance industry.
Daniel Drappo (CRD# 1371055) is an Investment Advisor Representative working at Lpl Financial LLC in Lowville, NY and has over 38 years of experience in the finance industry. Daniel Drappo 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.
Jennifer Logan (CRD# 5776654) is an Investment Advisor Representative working at Chisholm Financial Planning & Investments in Sackets Harbor, NY and has over 13 years of experience in the finance industry.
William McCanney (CRD# 6626903) is an Investment Advisor Representative working at Hightower Advisors, LLC in New York, NY and has over 8 years of experience in the finance industry. William McCanney 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.
Brent Sanford (CRD# 3022553) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clayton, NY and has over 26 years of experience in the finance industry. Brent Sanford 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.