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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
Rose Smith (CRD# 3015214) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, NY and has over 23 years of experience in the finance industry.
Donald Benson (CRD# 2997972) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oneonta, NY and has over 26 years of experience in the finance industry. Donald Benson 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.
Kevin Cooper (CRD# 5807031) is an Investment Advisor Representative working at Edward Jones in Greene, NY and has over 13 years of experience in the finance industry.
Kevin Corkery (CRD# 2859027) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 27 years of experience in the finance industry.
Peter Derensis (CRD# 2485394) is an Investment Advisor Representative working at Wells Fargo Advisors in Norwich, NY and has over 29 years of experience in the finance industry. Peter Derensis 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.
Gregory Lamonica (CRD# 5509402) is an Investment Advisor Representative working at Wells Fargo Advisors in Norwich, NY and has over 15 years of experience in the finance industry.
Richard Leet (CRD# 1416264) is an Investment Advisor Representative working at Vicus Capital, Inc. in Hallstead, PA and has over 38 years of experience in the finance industry. Richard Leet 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.
Sarah Manchester (CRD# 5694050) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 14 years of experience in the finance industry.
Brent Patry (CRD# 6382956) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 9 years of experience in the finance industry.
Christopher Price (CRD# 4468600) is an Investment Advisor Representative working at Investment Advisor Group in Hancock, NY and has over 22 years of experience in the finance industry.