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Distance Only Horseheads, NY
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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
Judith Palumbo (CRD# 1596425) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 37 years of experience in the finance industry. Judith Palumbo 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.
Christopher Saunders (CRD# 6041800) is an Investment Advisor Representative working at Prudential Financial Planning Services in Horseheads, NY and has over 12 years of experience in the finance industry.
Darren Wilcox (CRD# 5198727) 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. Darren Wilcox 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.
Peter Winnett (CRD# 3021771) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 22 years of experience in the finance industry. Peter Winnett 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.