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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
Mitchell Vestel (CRD# 6983329) is an Investment Advisor Representative working at Edward Jones in Vestal, NY and has over 5 years of experience in the finance industry.
Evan Walker (CRD# 2778043) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 27 years of experience in the finance industry.
Matthew Wasser (CRD# 4348296) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 21 years of experience in the finance industry.
Todd Wilcox (CRD# 5806321) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 10 years of experience in the finance industry.
Maria Wilhelm (CRD# 3140638) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 25 years of experience in the finance industry.
Joseph Zuber (CRD# 2384873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 30 years of experience in the finance industry.
Gerri Harrison (CRD# 2822207) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 27 years of experience in the finance industry. Gerri Harrison 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.
Robert Kline (CRD# 2530586) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Endwell, NY and has over 29 years of experience in the finance industry. Robert Kline 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.
Martin Seel (CRD# 7216758) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vestal and Horseheads, NY.
Matthew Adler (CRD# 1021953) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Endicott, NY and has over 39 years of experience in the finance industry.