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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
Erik Damers (CRD# 5169423) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in West Fulton, NY and has over 17 years of experience in the finance industry.
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
Peter Pochily (CRD# 6152309) is an Investment Advisor Representative working at Lpl Financial LLC in Hobart, NY and has over 11 years of experience in the finance industry.
Ricki Lyn Proctor (CRD# 4185003) is an Investment Advisor Representative working at Advice And Planning Services in Middleburgh, NY and has 1 year of experience in the finance industry.
Todd Robertson (CRD# 5448876) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altamont, NY and has over 16 years of experience in the finance industry.
Meredith Webber (CRD# 2435263) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cobleskill, NY and has over 26 years of experience in the finance industry.
Barbara Becker (CRD# 4885030) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 19 years of experience in the finance industry.
James Boyce (CRD# 2233644) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 31 years of experience in the finance industry.
Scott Curtis (CRD# 5293335) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Cooperstown, NY and has over 16 years of experience in the finance industry.
Elliott Friedman (CRD# 714411) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has 1 year of experience in the finance industry.