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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
Judson Ames (CRD# 5953260) is an Investment Advisor Representative working at Dark Horse Wealth LLC in Cazenovia, NY and has over 16 years of experience in the finance industry.
Francesca Asher (CRD# 6697142) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Francesca Asher 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.
Leigh Baldwin (CRD# 1895333) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 34 years of experience in the finance industry.
Charles Batson (CRD# 1695168) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Hartford, NY and has over 36 years of experience in the finance industry.
Christopher Belmont (CRD# 5792573) is an Investment Advisor Representative working at Lpl Financial LLC in New Hartford, NY and has over 13 years of experience in the finance industry.
Douglas Bissonette (CRD# 2592935) 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.
Melissa Bower (CRD# 3258289) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Hartford, NY and has over 24 years of experience in the finance industry.
Zachary Bowerman (CRD# 7478005) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has 1 year of experience in the finance industry.
James Brock (CRD# 2192403) is an Investment Advisor Representative working at Esi Financial Advisors in Utica, NY and has over 32 years of experience in the finance industry.
Stuart Brooks (CRD# 5495159) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westmoreland, NY and has over 16 years of experience in the finance industry.