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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
Charles Barnes (CRD# 4920725) is an Investment Advisor Representative working at Merryfield Barnes, LLC in Ithaca, NY and has over 18 years of experience in the finance industry.
Andrew Baron (CRD# 6259780) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 10 years of experience in the finance industry. Andrew Baron 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.
Jakob Brost (CRD# 7807772) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry.
Todd Brost (CRD# 5206988) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry. Todd Brost 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.
Adam Bruculere (CRD# 7251699) is an Investment Advisor Representative working at Edward Jones in Cortland, NY and has over 3 years of experience in the finance industry.
Robert Buisch (CRD# 7012283) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, NY and has 1 year of experience in the finance industry.
Hannah Burchell (CRD# 7421308) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has 1 year of experience in the finance industry.
Samuel Conway (CRD# 7184905) is an Investment Advisor Representative working at S Conway Consulting, LLC in Ithaca, NY and has over 4 years of experience in the finance industry. Samuel Conway 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.
Anthony Estrada (CRD# 6408090) is an Investment Advisor Representative working at Edelman Financial Engines in Ithaca, NY and has over 8 years of experience in the finance industry. Anthony Estrada 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.
Thomas Evans (CRD# 7608476) is an Investment Advisor Representative working at Evans Capital Partners LLC in Trumansburg, NY and has 1 year of experience in the finance industry.