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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
Steven Jarvis (CRD# 4219217) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rome, NY and has over 23 years of experience in the finance industry.
Diane Kingsley (CRD# 4299601) is an Investment Advisor Representative working at Primerica Advisors in Whitesboro, NY and has over 23 years of experience in the finance industry.
Brianna Komondor (CRD# 7486867) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, NY and has 1 year of experience in the finance industry.
Nancy Kowalczyk (CRD# 5358209) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.
Bettina Kowalsky (CRD# 2745313) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 24 years of experience in the finance industry.
Donna Kratzenberg (CRD# 1873641) is an Investment Advisor Representative working at Prudential Financial Planning Services in New Hartford, NY and has over 29 years of experience in the finance industry.
David Lemire (CRD# 4968601) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Joseph Leo (CRD# 4988004) is an Investment Advisor Representative working at Quartz Partners Investment Management in Utica, NY and has over 18 years of experience in the finance industry.
Mark Lewandrowski (CRD# 2320043) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Utica, NY and has over 31 years of experience in the finance industry. Mark Lewandrowski 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.
William Locke (CRD# 1574382) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.