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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
Katherine Anthis (CRD# 5091095) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Syracuse, NY and has over 17 years of experience in the finance industry.
Courtney Arria (CRD# 4775999) is an Investment Advisor Representative working at Lpl Financial LLC in East Syracuse, NY and has over 17 years of experience in the finance industry. Courtney Arria 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.
Bridget Ball Shaw (CRD# 4285536) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 22 years of experience in the finance industry.
John Buss (CRD# 6069581) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 11 years of experience in the finance industry.
Timothy Carr (CRD# 6169210) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 6 years of experience in the finance industry. Timothy Carr 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 Chow (CRD# 46135) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 39 years of experience in the finance industry.
Gerald Ciciarelli (CRD# 4238946) is an Investment Advisor Representative working at Edelman Financial Engines in East Syracuse, NY and has over 23 years of experience in the finance industry.
Monica Coles (CRD# 5445069) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 15 years of experience in the finance industry.
Mark Colvin (CRD# 3028790) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Syracuse, NY and has over 26 years of experience in the finance industry. Mark Colvin 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.
Andrew Corcoran (CRD# 6177195) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in East Syracuse, NY and has over 9 years of experience in the finance industry.