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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
Brent Sanford (CRD# 3022553) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clayton, NY and has over 26 years of experience in the finance industry. Brent Sanford 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.
Janet Sears (CRD# 5664974) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Watertown, NY and has over 10 years of experience in the finance industry.
Patrick Signor (CRD# 2761157) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Watertown, NY and has over 27 years of experience in the finance industry.
George Simser (CRD# 1607883) is an Investment Advisor Representative working at Lincoln Investment in Watertown, NY and has over 36 years of experience in the finance industry.
Shane Simser (CRD# 4872966) is an Investment Advisor Representative working at Hightower Advisors, LLC in Watertown, NY and has over 19 years of experience in the finance industry.
Philip Sprague (CRD# 1287661) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Watertown, NY and has over 38 years of experience in the finance industry.
Anthony Surber (CRD# 5467792) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Watertown, NY and has over 16 years of experience in the finance industry.
William Tremont (CRD# 4069639) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Watertown, NY and has over 24 years of experience in the finance industry.
Jeffry Weldon (CRD# 1686799) is an Investment Advisor Representative working at Weldon And Weldon Financial Coaching in Watertown, NY and has over 36 years of experience in the finance industry.
Steven Yelle (CRD# 4781560) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Watertown, NY and has over 19 years of experience in the finance industry.