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Distance Only Penn Yan, 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
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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.
Erin Thaete (CRD# 6946907) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 5 years of experience in the finance industry.
Joseph Gontarz (CRD# 4313322) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 22 years of experience in the finance industry.
David Hansen (CRD# 1763771) is an Investment Advisor Representative working at Avantax Advisory Services in Penn Yan, NY and has over 36 years of experience in the finance industry.
Robert Koczent (CRD# 2734551) is an Investment Advisor Representative working at Lpl Financial LLC in Penn Yan, NY and has over 27 years of experience in the finance industry.
Albert Troisi (CRD# 1225132) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 40 years of experience in the finance industry.
Leslie Troisi (CRD# 1329614) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 39 years of experience in the finance industry.
Christopher Vaughan (CRD# 1771965) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Penn Yan, NY and has over 36 years of experience in the finance industry.