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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
Gregory Perry (CRD# 1970253) 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.
James Plantholt (CRD# 6407330) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Syracuse, NY and has over 8 years of experience in the finance industry.
Carolyn Podchaski (CRD# 1309155) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 39 years of experience in the finance industry. Carolyn Podchaski 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.
Michael Polacek (CRD# 2450277) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wolcott, NY and has over 30 years of experience in the finance industry.
Robert Polak (CRD# 2626788) is an Investment Advisor Representative working at Advice And Planning Services in Syracuse, NY and has over 28 years of experience in the finance industry.
Stephen Polizzi (CRD# 1037994) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 37 years of experience in the finance industry.
Charles Polka (CRD# 4642037) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 20 years of experience in the finance industry.
Mark Popp (CRD# 6992290) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Syracuse, NY and has over 5 years of experience in the finance industry. Mark Popp 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.
Eileen Price (CRD# 5659168) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 14 years of experience in the finance industry.
James Prioletti (CRD# 2099045) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Syracuse, NY and has over 33 years of experience in the finance industry. James Prioletti 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.