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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 Chase (CRD# 6212158) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 10 years of experience in the finance industry.
Katie Clark (CRD# 2917734) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Elmira, NY and has over 26 years of experience in the finance industry. Katie Clark 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.
Rose Claudia (CRD# 4315898) is an Investment Advisor Representative working at Commonwealth Financial Network in Vestal, NY and has over 23 years of experience in the finance industry.
Diane Costello (CRD# 1398187) is an Investment Advisor Representative working at Lpl Financial LLC in Binghamton, NY and has over 25 years of experience in the finance industry.
John Coulombe (CRD# 5731405) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 8 years of experience in the finance industry.
Michael Cravath (CRD# 6883535) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 6 years of experience in the finance industry.
Mary Beth Depalmo George (CRD# 722538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 43 years of experience in the finance industry.
Brian Derry (CRD# 5641875) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestal, NY and has over 14 years of experience in the finance industry.
Theresa Detrick (CRD# 5391708) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Tunkhannock, PA and has over 16 years of experience in the finance industry.
Michael Dinich (CRD# 2087677) is an Investment Advisor Representative working at Your Money Matters Wealth Management, LLC in Sayre, PA and has over 33 years of experience in the finance industry.