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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
William Moore (CRD# 3206918) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Syracuse, NY and has over 25 years of experience in the finance industry. William Moore 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.
Wendy Morasco (CRD# 4531151) is an Investment Advisor Representative working at Osaic Fa, Inc. in Auburn, NY and has over 22 years of experience in the finance industry.
Timothy Morgan (CRD# 4159143) is an Investment Advisor Representative working at Equitable Advisors, LLC in Camillus, NY and has over 23 years of experience in the finance industry.
Diane Mowry (CRD# 5759026) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 14 years of experience in the finance industry.
David Mullen (CRD# 1327419) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 39 years of experience in the finance industry.
Kyle Mumpton (CRD# 1585840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Liverpool, NY and has over 37 years of experience in the finance industry. Kyle Mumpton 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.
Joseph Muratore (CRD# 4423273) is an Investment Advisor Representative working at Citizens Securities, Inc. in Syracuse, NY and has over 14 years of experience in the finance industry.
Kathleen Musial (CRD# 1066666) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Syracuse, NY and has over 34 years of experience in the finance industry.
Justin Myers (CRD# 6406337) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Liverpool, NY and has over 9 years of experience in the finance industry.
Mark Nardella (CRD# 2901013) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 26 years of experience in the finance industry. Mark Nardella 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.