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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
Jeffrey Dunseath (CRD# 5882033) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Manlius, NY and has over 13 years of experience in the finance industry.
John Harmatuk (CRD# 7281184) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Manlius, NY and has over 5 years of experience in the finance industry. John Harmatuk 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.
Tarky Lombardi (CRD# 7858473) is an Investment Advisor Representative working at Key Investment Services LLC in Manlius, NY and has 1 year of experience in the finance industry.
Zachary Luhr (CRD# 6954246) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manlius, NY and has over 5 years of experience in the finance industry.
Joshua Quilty-Koval (CRD# 6011649) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 3 years of experience in the finance industry.
Robert Richardson (CRD# 5140834) is an Investment Advisor Representative working at Edward Jones in Manlius, NY and has over 17 years of experience in the finance industry.
Michael Schaefer (CRD# 4296527) is an Investment Advisor Representative working at Principal Asset Management in Manlius, NY and has over 23 years of experience in the finance industry.
Eric Sullivan (CRD# 3150670) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 25 years of experience in the finance industry.
Gregory Wilt (CRD# 5790119) is an Investment Advisor Representative working at Avantax Advisory Services in Manlius, NY and has over 13 years of experience in the finance industry.
Matthew Abold (CRD# 5591004) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 15 years of experience in the finance industry.