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Distance Only Utica, NY
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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
Michael McGraw (CRD# 6058027) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 10 years of experience in the finance industry. Michael McGraw 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.
Adam Miller (CRD# 2971300) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Utica, NY and has over 25 years of experience in the finance industry.
Curtis Pearsall (CRD# 7563274) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Laura Powers (CRD# 5358051) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
William Read (CRD# 2021410) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 32 years of experience in the finance industry.
Nicholas Ricci (CRD# 2957318) is an Investment Advisor Representative working at Principal Securities, Inc. in Utica, NY and has over 26 years of experience in the finance industry.
Constance Smith (CRD# 5919298) is an Investment Advisor Representative working at Prudential Financial Planning Services in Utica, NY and has over 12 years of experience in the finance industry.
Joseph Speciale (CRD# 2815121) is an Investment Advisor Representative working at One Hopper Asset Management in Utica, NY and has over 26 years of experience in the finance industry.
Jacob Storsberg (CRD# 7240118) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Sophia Tsoupelis (CRD# 6962127) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.