-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Constance Smith (CRD# 5919298) is an Investment Advisor Representative working at Prudential Financial Planning Services in Utica, NY and has over 12 years of experience in the finance industry.
Joseph Speciale (CRD# 2815121) is an Investment Advisor Representative working at One Hopper Asset Management in Utica, NY and has over 26 years of experience in the finance industry.
Jacob Storsberg (CRD# 7240118) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Elizabeth Tompkins (CRD# 6588675) is an Investment Advisor Representative working at Prudential Financial Planning Services in Oneida, NY and has over 8 years of experience in the finance industry.
Mary Anne Treen (CRD# 6485963) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 7 years of experience in the finance industry.
Sophia Tsoupelis (CRD# 6962127) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
John Turner (CRD# 6808144) is an Investment Advisor Representative working at Esi Financial Advisors in Herkimer, NY and has over 7 years of experience in the finance industry.
Mark Vacca (CRD# 2260630) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rome, NY and has over 31 years of experience in the finance industry.
Salvatore Valente (CRD# 5042083) is an Investment Advisor Representative working at The Valente Group LLC in Herkimer, NY and has over 17 years of experience in the finance industry.
Christine Vanmeter (CRD# 3051679) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has over 26 years of experience in the finance industry. Christine Vanmeter 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.