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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 West (CRD# 5523843) is an Investment Advisor Representative working at West Financial Planning in Cherry Valley, NY and has over 15 years of experience in the finance industry. Daniel West 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.
Rhianna Arcuri (CRD# 6282976) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 9 years of experience in the finance industry.
Donald Benson (CRD# 2997972) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oneonta, NY and has over 26 years of experience in the finance industry. Donald Benson 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.
Stephen Caruso (CRD# 2729658) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 28 years of experience in the finance industry.
Kevin Conway (CRD# 6083918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 8 years of experience in the finance industry.
Kevin Corkery (CRD# 2859027) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 27 years of experience in the finance industry.
Mark Davidson (CRD# 4546264) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Canajoharie, NY and has over 20 years of experience in the finance industry.
Lori Glennon (CRD# 1108918) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 40 years of experience in the finance industry.
David Griffith (CRD# 3072664) is an Investment Advisor Representative working at Lifemark Securities Corp. in Utica, NY and has over 24 years of experience in the finance industry.
David Hamlin (CRD# 6390497) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 9 years of experience in the finance industry.