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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
Daniel Cuddy (CRD# 2286154) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, NY and has over 31 years of experience in the finance industry. Daniel Cuddy 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.
Ashley D'agostino (CRD# 5665056) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 15 years of experience in the finance industry.
Gillian Dimora (CRD# 5676133) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 12 years of experience in the finance industry.
Thomas Donahue (CRD# 2853353) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Marietta, NY and has over 27 years of experience in the finance industry.
Kim Emperato (CRD# 4498909) is an Investment Advisor Representative working at Lpl Financial LLC in Jordan, NY and has over 13 years of experience in the finance industry.
Anthony Fisher (CRD# 6186547) is an Investment Advisor Representative working at Primerica Advisors in Baldwinsville, NY and has over 2 years of experience in the finance industry.
Craig Fitzpatrick (CRD# 5627778) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Fulton, NY and has over 15 years of experience in the finance industry.
Mark Flaherty (CRD# 6220982) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 4 years of experience in the finance industry.
Jeremy Fredenburg (CRD# 2894976) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seneca Falls, NY and has over 26 years of experience in the finance industry.
Richard Fredenburg (CRD# 2329970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seneca Falls, NY and has over 31 years of experience in the finance industry.