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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
Robert Hartung (CRD# 1295142) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 39 years of experience in the finance industry.
David Jackson (CRD# 2439885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, PA and has over 29 years of experience in the finance industry.
Kevin Kirchheimer (CRD# 5583348) 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.
Jonathan Kravitz (CRD# 2449121) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Elmira, NY and has over 30 years of experience in the finance industry.
Caitlin Kuhnen (CRD# 6889537) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 5 years of experience in the finance industry. Caitlin Kuhnen 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.
Matthew Landis (CRD# 4306783) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, PA and has over 23 years of experience in the finance industry.
David Mazzini (CRD# 6232519) is an Investment Advisor Representative working at Edward Jones in Endicott, NY and has over 10 years of experience in the finance industry.
Matthew Meagher (CRD# 3124037) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Johnson City, NY and has over 25 years of experience in the finance industry.
Mark Meier (CRD# 6774118) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 6 years of experience in the finance industry.
Keenan Miller (CRD# 6193724) is an Investment Advisor Representative working at Equitable Advisors, LLC in Endicott, NY and has over 10 years of experience in the finance industry.