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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
Shawn Derrick (CRD# 6298368) is an Investment Advisor Representative working at Commonwealth Financial Network in Wellsville, NY and has over 9 years of experience in the finance industry.
Rebekah Eason (CRD# 7045466) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 5 years of experience in the finance industry. Rebekah Eason 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.
Kevin Gildner (CRD# 1918654) is an Investment Advisor Representative working at Commonwealth Financial Network in Wellsville, NY and has over 34 years of experience in the finance industry. Kevin Gildner 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.
Kristin Harrington (CRD# 5426182) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 15 years of experience in the finance industry.
Benjamin Howe (CRD# 6093018) is an Investment Advisor Representative working at Lpl Financial LLC in Coudersport, PA and has over 11 years of experience in the finance industry.
Amy Irvine (CRD# 4868740) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 19 years of experience in the finance industry. Amy Irvine 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.
Ryan Jones (CRD# 6361376) is an Investment Advisor Representative working at Edward Jones in Coudersport, PA and has over 9 years of experience in the finance industry.
James Kaffenbarger (CRD# 4254971) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. James Kaffenbarger 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.
Nicholas Lapuma (CRD# 5320455) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 12 years of experience in the finance industry.
Manda Lewis (CRD# 4680433) is an Investment Advisor Representative working at Eagle Strategies LLC in Painted Post, NY and has over 20 years of experience in the finance industry.