-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Bradley Kowalczyk (CRD# 3121573) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 25 years of experience in the finance industry.
Christopher Lai (CRD# 5915028) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.
Allan Lallier (CRD# 4051676) is an Investment Advisor Representative working at Advice And Planning Services in Sauquoit, NY and has over 23 years of experience in the finance industry.
Alan Leist (CRD# 2641909) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 28 years of experience in the finance industry.
Alan Leist (CRD# 306209) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 24 years of experience in the finance industry. Alan Leist 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.
Dean Leounis (CRD# 2222918) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Luann Losito (CRD# 4313831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has over 23 years of experience in the finance industry.
Lawrence Mantle (CRD# 2482189) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Hartford, NY and has over 30 years of experience in the finance industry.
Zachary Maxwell (CRD# 6258293) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 10 years of experience in the finance industry.
Scott McCartney (CRD# 4938320) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.